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 | $167,858 | $189,613-11.5% | $167,512+0.2% | $142,382+17.9% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 18.83% | 2024.68%-2005.8pp | 1615.79%-1597.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,253 | $4,349-2.2% | $3,882+9.6% | $4,299-1.1% |
| Participant deferral / active EE | $7,579 | $6,981+8.6% | $6,405+18.3% | $6,507+16.5% |
| Admin fee / account holder | $1,515 | $10,528-85.6% | $9,769-84.5% | $12,624-88.0% |