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 | $409,629 | $106,543+284.5% | $91,220+349.1% | $134,475+204.6% |
| Participation rate | 37.5% | 76.8%-39.3pp | 73.2%-35.7pp | 81.2%-43.7pp |
| Annual return | -17.79% | 160.60%-178.4pp | 114.01%-131.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $770 | $3,331-76.9% | $2,850-73.0% | $4,740-83.8% |
| Participant deferral / active EE | $3,593 | $4,719-23.9% | $4,234-15.1% | $6,400-43.9% |
| Admin fee / account holder | $83,618 | $6,231+1242.0% | $5,420+1442.9% | $11,426+631.8% |