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 | $382,834 | $190,805+100.6% | $159,960+139.3% | $134,475+184.7% |
| Participation rate | 61.5% | 81.9%-20.4pp | 78.0%-16.4pp | 81.2%-19.7pp |
| Annual return | -13.29% | 552.23%-565.5pp | 408.60%-421.9pp | 417.96%-431.3pp |
| Employer contribution / active EE | $3,141 | $4,995-37.1% | $4,226-25.7% | $4,740-33.7% |
| Participant deferral / active EE | $3,663 | $6,923-47.1% | $6,182-40.8% | $6,400-42.8% |
| Admin fee / account holder | $12,679 | $10,471+21.1% | $8,698+45.8% | $11,426+11.0% |