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 | $621,318 | $142,344+336.5% | $119,609+419.5% | $134,475+362.0% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -19.05% | -12.44%-6.6pp | -14.97%-4.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $12,488 | $5,222+139.1% | $4,232+195.1% | $4,740+163.5% |
| Participant deferral / active EE | $13,500 | $6,469+108.7% | $5,602+141.0% | $6,400+110.9% |
| Admin fee / account holder | $1,209 | $13,584-91.1% | $10,323-88.3% | $11,426-89.4% |