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 | $272,108 | $133,958+103.1% | $112,228+142.5% | $134,475+102.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -12.04% | 47.11%-59.2pp | 27.45%-39.5pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,111 | $4,038-72.5% | $3,635-69.4% | $4,740-76.6% |
| Participant deferral / active EE | $6,750 | $5,291+27.6% | $4,728+42.8% | $6,400+5.5% |
| Admin fee / account holder | $2,500 | $7,489-66.6% | $6,410-61.0% | $11,426-78.1% |