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 7-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 | $591,293 | $147,727+300.3% | $115,756+410.8% | $134,475+339.7% |
| Participation rate | 25.0% | 80.4%-55.4pp | 77.1%-52.1pp | 81.2%-56.2pp |
| Annual return | 0.34% | 73.96%-73.6pp | 143.14%-142.8pp | 417.96%-417.6pp |
| Employer contribution / active EE | $0 | $4,713-100.0% | $3,793-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,437 | $14,571-90.1% | $8,124-82.3% | $11,426-87.4% |