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 | $402,775 | $160,055+151.6% | $140,016+187.7% | $135,375+197.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -4.09% | 911.38%-915.5pp | 651.12%-655.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $4,375 | $6,420-31.9% | $5,606-22.0% | $4,779-8.4% |
| Participant deferral / active EE | $15,826 | $7,642+107.1% | $6,927+128.5% | $5,609+182.2% |
| Admin fee / account holder | $78,659 | $13,328+490.2% | $10,705+634.8% | $10,827+626.5% |