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 | $21,860 | $189,613-88.5% | $167,512-87.0% | $142,382-84.6% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 17.80% | 2024.68%-2006.9pp | 1615.79%-1598.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,996 | $4,349+14.9% | $3,882+28.7% | $4,299+16.2% |
| Participant deferral / active EE | $5,191 | $6,981-25.6% | $6,405-18.9% | $6,507-20.2% |
| Admin fee / account holder | $15,686 | $10,528+49.0% | $9,769+60.6% | $12,624+24.3% |