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 3-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 | $20,134 | $189,613-89.4% | $167,512-88.0% | $142,382-85.9% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 20.89% | 2024.68%-2003.8pp | 1615.79%-1594.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,836 | $4,349-57.8% | $3,882-52.7% | $4,299-57.3% |
| Participant deferral / active EE | $2,229 | $6,981-68.1% | $6,405-65.2% | $6,507-65.7% |
| Admin fee / account holder | $526 | $10,528-95.0% | $9,769-94.6% | $12,624-95.8% |