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 | $250,738 | $138,044+81.6% | $125,339+100.0% | $134,475+86.5% |
| Participation rate | 30.4% | 84.5%-54.0pp | 82.4%-51.9pp | 81.2%-50.8pp |
| Annual return | -17.50% | 750.33%-767.8pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,333 | $5,243-55.5% | $4,814-51.5% | $4,740-50.8% |
| Participant deferral / active EE | $4,229 | $7,799-45.8% | $7,446-43.2% | $6,400-33.9% |
| Admin fee / account holder | $16,054 | $11,571+38.7% | $10,010+60.4% | $11,426+40.5% |