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 | $276,820 | $95,971+188.4% | $74,550+271.3% | $135,375+104.5% |
| Participation rate | 28.6% | 75.7%-47.1pp | 69.1%-40.6pp | 82.6%-54.1pp |
| Annual return | -1.76% | 56.96%-58.7pp | 32.53%-34.3pp | 519.73%-521.5pp |
| Employer contribution / active EE | $2,081 | $2,716-23.4% | $1,961+6.1% | $4,779-56.4% |
| Participant deferral / active EE | $4,455 | $3,843+15.9% | $3,108+43.3% | $5,609-20.6% |
| Admin fee / account holder | $7,634 | $6,522+17.1% | $5,060+50.9% | $10,827-29.5% |