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 | $841,138 | $152,509+451.5% | $117,472+616.0% | $134,475+525.5% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -15.27% | 52.99%-68.3pp | 29.74%-45.0pp | 417.96%-433.2pp |
| Employer contribution / active EE | $27,000 | $5,571+384.7% | $4,176+546.5% | $4,740+469.7% |
| Participant deferral / active EE | $18,000 | $4,818+273.6% | $4,070+342.2% | $6,400+181.3% |
| Admin fee / account holder | $565,378 | $7,004+7972.4% | $5,645+9916.1% | $11,426+4848.2% |