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 4-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 | $30,789 | $189,613-83.8% | $167,512-81.6% | $142,382-78.4% |
| Participation rate | 40.0% | 80.1%-40.1pp | 77.1%-37.1pp | 80.1%-40.1pp |
| Annual return | 12.40% | 2024.68%-2012.3pp | 1615.79%-1603.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,276 | $4,349-47.7% | $3,882-41.4% | $4,299-47.1% |
| Participant deferral / active EE | $6,781 | $6,981-2.9% | $6,405+5.9% | $6,507+4.2% |
| Admin fee / account holder | $24,544 | $10,528+133.1% | $9,769+151.2% | $12,624+94.4% |