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 | $320,484 | $190,805+68.0% | $159,960+100.4% | $134,475+138.3% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -13.63% | 552.23%-565.9pp | 408.60%-422.2pp | 417.96%-431.6pp |
| Employer contribution / active EE | $2,320 | $4,995-53.6% | $4,226-45.1% | $4,740-51.1% |
| Participant deferral / active EE | $17,000 | $6,923+145.6% | $6,182+175.0% | $6,400+165.6% |
| Admin fee / account holder | $2,127 | $10,471-79.7% | $8,698-75.5% | $11,426-81.4% |