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 | $352,205 | $106,543+230.6% | $91,220+286.1% | $134,475+161.9% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.2%-10.7pp | 81.2%-18.7pp |
| Annual return | -18.04% | 160.60%-178.6pp | 114.01%-132.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,194 | $4,719+10.1% | $4,234+22.7% | $6,400-18.8% |
| Admin fee / account holder | $14,041 | $6,231+125.4% | $5,420+159.1% | $11,426+22.9% |