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 | $201,839 | $185,822+8.6% | $169,993+18.7% | $139,434+44.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 161.35% | 60.50%+100.9pp | 53.37%+108.0pp | 372.94%-211.6pp |
| Employer contribution / active EE | $21,156 | $7,590+178.7% | $6,785+211.8% | $4,751+345.3% |
| Participant deferral / active EE | $9,277 | $11,622-20.2% | $10,408-10.9% | $6,710+38.3% |
| Admin fee / account holder | $82,762 | $15,381+438.1% | $12,815+545.8% | $11,403+625.8% |