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 8-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 | $98,350 | $180,449-45.5% | $154,107-36.2% | $135,375-27.4% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | 7390.35% | 888.09%+6502.3pp | 735.12%+6655.2pp | 519.73%+6870.6pp |
| Employer contribution / active EE | $19,427 | $6,035+221.9% | $5,298+266.7% | $4,779+306.5% |
| Participant deferral / active EE | $24,250 | $5,806+317.7% | $5,081+377.3% | $5,609+332.4% |
| Admin fee / account holder | $1,250 | $16,143-92.3% | $13,411-90.7% | $10,827-88.5% |