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 6-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 | $214,513 | $150,440+42.6% | $136,294+57.4% | $147,584+45.4% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 52.72% | 1049.08%-996.4pp | 5155.94%-5103.2pp | 578.55%-525.8pp |
| Employer contribution / active EE | $1,595 | $5,256-69.7% | $4,695-66.0% | $4,876-67.3% |
| Participant deferral / active EE | $5,301 | $6,630-20.1% | $6,247-15.1% | $5,439-2.5% |
| Admin fee / account holder | $814 | $10,905-92.5% | $9,243-91.2% | $10,885-92.5% |