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 6-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 | $270,930 | $106,543+154.3% | $91,220+197.0% | $134,475+101.5% |
| Participation rate | 29.2% | 76.8%-47.6pp | 73.2%-44.0pp | 81.2%-52.1pp |
| Annual return | -19.72% | 160.60%-180.3pp | 114.01%-133.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,654 | $3,331-20.3% | $2,850-6.9% | $4,740-44.0% |
| Participant deferral / active EE | $3,577 | $4,719-24.2% | $4,234-15.5% | $6,400-44.1% |
| Admin fee / account holder | $716 | $6,231-88.5% | $5,420-86.8% | $11,426-93.7% |