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 | $267,914 | $90,320+196.6% | $59,496+350.3% | $125,391+113.7% |
| Participation rate | 5.3% | 68.3%-63.0pp | 54.6%-49.3pp | 83.2%-77.9pp |
| Annual return | 0.00% | 369.13%-369.1pp | 182.05%-182.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,308 | $1,792-27.0% | $1,153+13.4% | $4,866-73.1% |
| Participant deferral / active EE | $2,939 | $2,716+8.2% | $1,829+60.7% | $5,352-45.1% |
| Admin fee / account holder | $11,012 | $3,063+259.5% | $2,232+393.3% | $9,540+15.4% |