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 | $291,576 | $180,449+61.6% | $154,107+89.2% | $135,375+115.4% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -6.33% | 888.09%-894.4pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,514 | $6,035-58.3% | $5,298-52.5% | $4,779-47.4% |
| Participant deferral / active EE | $6,611 | $5,806+13.9% | $5,081+30.1% | $5,609+17.9% |
| Admin fee / account holder | $800 | $16,143-95.0% | $13,411-94.0% | $10,827-92.6% |