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 9-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 | $372,488 | $160,055+132.7% | $140,016+166.0% | $135,375+175.2% |
| Participation rate | 41.7% | 88.5%-46.9pp | 87.5%-45.8pp | 82.6%-41.0pp |
| Annual return | -1.13% | 911.38%-912.5pp | 651.12%-652.2pp | 519.73%-520.9pp |
| Employer contribution / active EE | $2,706 | $6,420-57.9% | $5,606-51.7% | $4,779-43.4% |
| Participant deferral / active EE | $9,888 | $7,642+29.4% | $6,927+42.7% | $5,609+76.3% |
| Admin fee / account holder | $66,288 | $13,328+397.4% | $10,705+519.2% | $10,827+512.2% |