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 | $304,364 | $95,862+217.5% | $79,550+282.6% | $134,475+126.3% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -16.52% | -2.69%-13.8pp | 0.16%-16.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $8,447 | $3,128+170.0% | $2,413+250.0% | $4,740+78.2% |
| Participant deferral / active EE | $6,796 | $4,693+44.8% | $3,985+70.5% | $6,400+6.2% |
| Admin fee / account holder | $4,159 | $9,126-54.4% | $6,832-39.1% | $11,426-63.6% |