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 | $64,425 | $189,613-66.0% | $167,512-61.5% | $142,382-54.8% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 19.42% | 2024.68%-2005.3pp | 1615.79%-1596.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,464 | $4,349-43.3% | $3,882-36.5% | $4,299-42.7% |
| Participant deferral / active EE | $2,464 | $6,981-64.7% | $6,405-61.5% | $6,507-62.1% |
| Admin fee / account holder | $504 | $10,528-95.2% | $9,769-94.8% | $12,624-96.0% |