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 | $35,567 | $189,613-81.2% | $167,512-78.8% | $142,382-75.0% |
| Participation rate | 23.8% | 80.1%-56.3pp | 77.1%-53.2pp | 80.1%-56.3pp |
| Annual return | 19.18% | 2024.68%-2005.5pp | 1615.79%-1596.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $620 | $4,349-85.8% | $3,882-84.0% | $4,299-85.6% |
| Participant deferral / active EE | $2,266 | $6,981-67.5% | $6,405-64.6% | $6,507-65.2% |
| Admin fee / account holder | $1,188 | $10,528-88.7% | $9,769-87.8% | $12,624-90.6% |