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 9-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 | $39,281 | $189,613-79.3% | $167,512-76.6% | $142,382-72.4% |
| Participation rate | 56.3% | 80.1%-23.9pp | 77.1%-20.8pp | 80.1%-23.9pp |
| Annual return | 14.69% | 2024.68%-2010.0pp | 1615.79%-1601.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,261 | $6,981-39.0% | $6,405-33.5% | $6,507-34.5% |
| Admin fee / account holder | $6,773 | $10,528-35.7% | $9,769-30.7% | $12,624-46.3% |