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 4-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 | $119,271 | $189,613-37.1% | $167,512-28.8% | $142,382-16.2% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 12.02% | 2024.68%-2012.7pp | 1615.79%-1603.8pp | 217.08%-205.1pp |
| Employer contribution / active EE | $12,156 | $4,349+179.5% | $3,882+213.2% | $4,299+182.8% |
| Participant deferral / active EE | $15,250 | $6,981+118.4% | $6,405+138.1% | $6,507+134.4% |
| Admin fee / account holder | $550 | $10,528-94.8% | $9,769-94.4% | $12,624-95.6% |