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 | $131,071 | $150,440-12.9% | $136,294-3.8% | $147,584-11.2% |
| Participation rate | 0.0% | 84.4%-84.4pp | 81.9%-81.9pp | 82.8%-82.8pp |
| Annual return | 11.57% | 1049.08%-1037.5pp | 5155.94%-5144.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $16,165 | $5,256+207.6% | $4,695+244.3% | $4,876+231.5% |
| Participant deferral / active EE | $22,983 | $6,630+246.6% | $6,247+267.9% | $5,439+322.6% |
| Admin fee / account holder | $56,017 | $10,905+413.7% | $9,243+506.0% | $10,885+414.6% |