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 | $404,426 | $45,863+781.8% | $77,024+425.1% | $68,494+490.5% |
| Participation rate | 15.2% | 55.9%-40.7pp | 67.9%-52.7pp | 67.9%-52.7pp |
| Annual return | -10.72% | 1.72%-12.4pp | 42.32%-53.0pp | -7.84%-2.9pp |
| Employer contribution / active EE | $425 | $1,650-74.3% | $2,812-84.9% | $2,596-83.6% |
| Participant deferral / active EE | $3,107 | $2,962+4.9% | $4,426-29.8% | $4,027-22.8% |
| Admin fee / account holder | $4,243 | $3,041+39.5% | $5,425-21.8% | $5,403-21.5% |