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 | $208,264 | $189,613+9.8% | $167,512+24.3% | $142,382+46.3% |
| Participation rate | 66.7% | 80.1%-13.5pp | 77.1%-10.4pp | 80.1%-13.5pp |
| Annual return | 12.34% | 2024.68%-2012.3pp | 1615.79%-1603.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $3,223 | $4,349-25.9% | $3,882-17.0% | $4,299-25.0% |
| Participant deferral / active EE | $4,120 | $6,981-41.0% | $6,405-35.7% | $6,507-36.7% |
| Admin fee / account holder | $73,795 | $10,528+600.9% | $9,769+655.4% | $12,624+484.6% |