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 9-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 | $281,956 | $84,402+234.1% | $61,373+359.4% | $134,475+109.7% |
| Participation rate | 40.0% | 62.2%-22.2pp | 52.6%-12.6pp | 81.2%-41.2pp |
| Annual return | -7.06% | 584.55%-591.6pp | 338.61%-345.7pp | 417.96%-425.0pp |
| Employer contribution / active EE | $1,880 | $1,544+21.7% | $1,159+62.2% | $4,740-60.3% |
| Participant deferral / active EE | $6,000 | $2,819+112.8% | $2,125+182.4% | $6,400-6.2% |
| Admin fee / account holder | $3,594 | $2,585+39.0% | $2,130+68.8% | $11,426-68.5% |