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 | $267,528 | $97,757+173.7% | $83,848+219.1% | $135,375+97.6% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -8.18% | 1287.37%-1295.5pp | 850.88%-859.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,536 | $4,222-63.6% | $3,631-57.7% | $4,779-67.9% |
| Participant deferral / active EE | $6,152 | $4,682+31.4% | $4,082+50.7% | $5,609+9.7% |
| Admin fee / account holder | $1,242 | $6,674-81.4% | $5,478-77.3% | $10,827-88.5% |