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 3-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 | $653,082 | $190,805+242.3% | $159,960+308.3% | $134,475+385.7% |
| Participation rate | 16.7% | 81.9%-65.3pp | 78.0%-61.3pp | 81.2%-64.6pp |
| Annual return | -15.73% | 552.23%-568.0pp | 408.60%-424.3pp | 417.96%-433.7pp |
| Employer contribution / active EE | $880 | $4,995-82.4% | $4,226-79.2% | $4,740-81.4% |
| Participant deferral / active EE | $2,350 | $6,923-66.1% | $6,182-62.0% | $6,400-63.3% |
| Admin fee / account holder | $30,892 | $10,471+195.0% | $8,698+255.2% | $11,426+170.4% |