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 | $30,560 | $189,613-83.9% | $167,512-81.8% | $142,382-78.5% |
| Participation rate | 30.0% | 80.1%-50.1pp | 77.1%-47.1pp | 80.1%-50.1pp |
| Annual return | 11.84% | 2024.68%-2012.8pp | 1615.79%-1603.9pp | 217.08%-205.2pp |
| Employer contribution / active EE | $982 | $4,349-77.4% | $3,882-74.7% | $4,299-77.2% |
| Participant deferral / active EE | $3,071 | $6,981-56.0% | $6,405-52.1% | $6,507-52.8% |
| Admin fee / account holder | $250,973 | $10,528+2283.8% | $9,769+2469.1% | $12,624+1888.1% |