See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,096 | $189,613-35.1% | $167,512-26.5% | $142,382-13.5% |
| Participation rate | 45.5% | 80.1%-34.7pp | 77.1%-31.6pp | 80.1%-34.7pp |
| Annual return | 12.94% | 2024.68%-2011.7pp | 1615.79%-1602.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,293 | $4,349-47.3% | $3,882-40.9% | $4,299-46.7% |
| Participant deferral / active EE | $7,441 | $6,981+6.6% | $6,405+16.2% | $6,507+14.3% |
| Admin fee / account holder | $18,992 | $10,528+80.4% | $9,769+94.4% | $12,624+50.4% |