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 | $240,907 | $109,817+119.4% | $98,442+144.7% | $167,490+43.8% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 58.70% | 1956.69%-1898.0pp | 1492.73%-1434.0pp | 478.56%-419.9pp |
| Employer contribution / active EE | $1,600 | $3,224-50.4% | $2,960-45.9% | $4,837-66.9% |
| Participant deferral / active EE | $3,027 | $4,673-35.2% | $4,276-29.2% | $6,341-52.3% |
| Admin fee / account holder | $31,398 | $6,753+365.0% | $5,949+427.8% | $12,309+155.1% |