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 5-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 | $122,766 | $189,613-35.3% | $167,512-26.7% | $142,382-13.8% |
| Participation rate | 43.8% | 80.1%-36.4pp | 77.1%-33.3pp | 80.1%-36.4pp |
| Annual return | 20.07% | 2024.68%-2004.6pp | 1615.79%-1595.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,212 | $4,349-49.1% | $3,882-43.0% | $4,299-48.5% |
| Participant deferral / active EE | $6,129 | $6,981-12.2% | $6,405-4.3% | $6,507-5.8% |
| Admin fee / account holder | $1,187 | $10,528-88.7% | $9,769-87.9% | $12,624-90.6% |