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 | $253,875 | $95,862+164.8% | $79,550+219.1% | $134,475+88.8% |
| Participation rate | 41.2% | 75.0%-33.9pp | 69.5%-28.3pp | 81.2%-40.0pp |
| Annual return | -19.84% | -2.69%-17.2pp | 0.16%-20.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,169 | $3,128-62.6% | $2,413-51.6% | $4,740-75.3% |
| Participant deferral / active EE | $3,366 | $4,693-28.3% | $3,985-15.5% | $6,400-47.4% |
| Admin fee / account holder | $17,103 | $9,126+87.4% | $6,832+150.3% | $11,426+49.7% |