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 8-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 | $158,312 | $189,613-16.5% | $167,512-5.5% | $142,382+11.2% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 17.05% | 2024.68%-2007.6pp | 1615.79%-1598.7pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,932 | $4,349-9.6% | $3,882+1.3% | $4,299-8.5% |
| Participant deferral / active EE | $11,040 | $6,981+58.1% | $6,405+72.4% | $6,507+69.7% |
| Admin fee / account holder | $2,466 | $10,528-76.6% | $9,769-74.8% | $12,624-80.5% |