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 | $522,676 | $84,402+519.3% | $61,373+751.6% | $134,475+288.7% |
| Participation rate | 47.4% | 62.2%-14.8pp | 52.6%-5.2pp | 81.2%-33.9pp |
| Annual return | -17.73% | 584.55%-602.3pp | 338.61%-356.3pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,762 | $1,544+14.1% | $1,159+51.9% | $4,740-62.8% |
| Participant deferral / active EE | $6,703 | $2,819+137.8% | $2,125+215.5% | $6,400+4.7% |
| Admin fee / account holder | $1,700 | $2,585-34.2% | $2,130-20.2% | $11,426-85.1% |