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 | $375,510 | $95,862+291.7% | $79,550+372.0% | $134,475+179.2% |
| Participation rate | 30.8% | 75.0%-44.3pp | 69.5%-38.7pp | 81.2%-50.5pp |
| Annual return | -9.45% | -2.69%-6.8pp | 0.16%-9.6pp | 417.96%-427.4pp |
| Employer contribution / active EE | $3,052 | $3,128-2.4% | $2,413+26.5% | $4,740-35.6% |
| Participant deferral / active EE | $7,308 | $4,693+55.7% | $3,985+83.4% | $6,400+14.2% |
| Admin fee / account holder | $10,467 | $9,126+14.7% | $6,832+53.2% | $11,426-8.4% |