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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $653,467 | $138,044+373.4% | $125,339+421.4% | $134,475+385.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.45% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $5,132 | $5,243-2.1% | $4,814+6.6% | $4,740+8.3% |
| Participant deferral / active EE | $11,875 | $7,799+52.3% | $7,446+59.5% | $6,400+85.6% |
| Admin fee / account holder | $4,596 | $11,571-60.3% | $10,010-54.1% | $11,426-59.8% |