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 | $439,860 | $90,600+385.5% | $79,464+453.5% | $135,375+224.9% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 82.6%-42.6pp |
| Annual return | -5.61% | 977.43%-983.0pp | 718.14%-723.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,005 | $3,068-34.6% | $2,800-28.4% | $4,779-58.0% |
| Participant deferral / active EE | $2,005 | $4,050-50.5% | $3,704-45.9% | $5,609-64.2% |
| Admin fee / account holder | $18,446 | $5,907+212.3% | $5,113+260.8% | $10,827+70.4% |