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 | $217,146 | $189,613+14.5% | $167,512+29.6% | $142,382+52.5% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 15.89% | 2024.68%-2008.8pp | 1615.79%-1599.9pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,314 | $4,349-23.8% | $3,882-14.6% | $4,299-22.9% |
| Participant deferral / active EE | $4,862 | $6,981-30.4% | $6,405-24.1% | $6,507-25.3% |
| Admin fee / account holder | $1,170 | $10,528-88.9% | $9,769-88.0% | $12,624-90.7% |