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 | $454,660 | $133,958+239.4% | $112,228+305.1% | $134,475+238.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -9.46% | 47.11%-56.6pp | 27.45%-36.9pp | 417.96%-427.4pp |
| Employer contribution / active EE | $12,283 | $4,038+204.2% | $3,635+238.0% | $4,740+159.2% |
| Participant deferral / active EE | $4,139 | $5,291-21.8% | $4,728-12.5% | $6,400-35.3% |
| Admin fee / account holder | $5,721 | $7,489-23.6% | $6,410-10.8% | $11,426-49.9% |