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 7-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 | $164,374 | $189,613-13.3% | $167,512-1.9% | $142,382+15.4% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 13.09% | 2024.68%-2011.6pp | 1615.79%-1602.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $12,468 | $4,349+186.7% | $3,882+221.2% | $4,299+190.0% |
| Participant deferral / active EE | $17,646 | $6,981+152.8% | $6,405+175.5% | $6,507+171.2% |
| Admin fee / account holder | $97,263 | $10,528+823.8% | $9,769+895.6% | $12,624+670.5% |