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 | $471,346 | $138,044+241.4% | $125,339+276.1% | $134,475+250.5% |
| Participation rate | 27.8% | 84.5%-56.7pp | 82.4%-54.6pp | 81.2%-53.4pp |
| Annual return | -16.34% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $5,937 | $5,243+13.2% | $4,814+23.3% | $4,740+25.3% |
| Participant deferral / active EE | $16,491 | $7,799+111.5% | $7,446+121.5% | $6,400+157.7% |
| Admin fee / account holder | $91,580 | $11,571+691.4% | $10,010+814.9% | $11,426+701.5% |