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 | $254,861 | $180,449+41.2% | $154,107+65.4% | $135,375+88.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -4.94% | 888.09%-893.0pp | 735.12%-740.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,756 | $6,035-70.9% | $5,298-66.9% | $4,779-63.3% |
| Participant deferral / active EE | $10,848 | $5,806+86.8% | $5,081+113.5% | $5,609+93.4% |
| Admin fee / account holder | $42,167 | $16,143+161.2% | $13,411+214.4% | $10,827+289.5% |