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 | $338,429 | $152,509+121.9% | $117,472+188.1% | $134,475+151.7% |
| Participation rate | 33.3% | 77.1%-43.8pp | 70.6%-37.3pp | 81.2%-47.9pp |
| Annual return | -17.35% | 52.99%-70.3pp | 29.74%-47.1pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,319 | $5,571-58.4% | $4,176-44.5% | $4,740-51.1% |
| Participant deferral / active EE | $8,972 | $4,818+86.2% | $4,070+120.4% | $6,400+40.2% |
| Admin fee / account holder | $584 | $7,004-91.7% | $5,645-89.7% | $11,426-94.9% |