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 | $301,652 | $138,044+118.5% | $125,339+140.7% | $134,475+124.3% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -12.21% | 750.33%-762.5pp | 572.05%-584.3pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,618 | $5,243-50.1% | $4,814-45.6% | $4,740-44.8% |
| Participant deferral / active EE | $8,200 | $7,799+5.1% | $7,446+10.1% | $6,400+28.1% |
| Admin fee / account holder | $2,891 | $11,571-75.0% | $10,010-71.1% | $11,426-74.7% |