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 | $88,316 | $189,613-53.4% | $167,512-47.3% | $142,382-38.0% |
| Participation rate | 54.5% | 80.1%-25.6pp | 77.1%-22.5pp | 80.1%-25.6pp |
| Annual return | 11.62% | 2024.68%-2013.1pp | 1615.79%-1604.2pp | 217.08%-205.5pp |
| Employer contribution / active EE | $615 | $4,349-85.9% | $3,882-84.2% | $4,299-85.7% |
| Participant deferral / active EE | $2,460 | $6,981-64.8% | $6,405-61.6% | $6,507-62.2% |
| Admin fee / account holder | $2,159 | $10,528-79.5% | $9,769-77.9% | $12,624-82.9% |