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 | $56,633 | $189,613-70.1% | $167,512-66.2% | $142,382-60.2% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 18.14% | 2024.68%-2006.5pp | 1615.79%-1597.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,736 | $4,349-37.1% | $3,882-29.5% | $4,299-36.4% |
| Participant deferral / active EE | $4,436 | $6,981-36.5% | $6,405-30.7% | $6,507-31.8% |
| Admin fee / account holder | $681 | $10,528-93.5% | $9,769-93.0% | $12,624-94.6% |