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 | $43,033 | $189,613-77.3% | $167,512-74.3% | $142,382-69.8% |
| Participation rate | 63.6% | 80.1%-16.5pp | 77.1%-13.4pp | 80.1%-16.5pp |
| Annual return | 21.46% | 2024.68%-2003.2pp | 1615.79%-1594.3pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,679 | $4,349-61.4% | $3,882-56.7% | $4,299-60.9% |
| Participant deferral / active EE | $4,985 | $6,981-28.6% | $6,405-22.2% | $6,507-23.4% |
| Admin fee / account holder | $8,179 | $10,528-22.3% | $9,769-16.3% | $12,624-35.2% |