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 | $883,592 | $54,350+1525.8% | $82,719+968.2% | $68,494+1190.0% |
| Participation rate | 40.7% | 63.9%-23.2pp | 72.6%-31.8pp | 67.9%-27.1pp |
| Annual return | -12.63% | -13.67%+1.0pp | 701.18%-713.8pp | -7.84%-4.8pp |
| Employer contribution / active EE | $9,382 | $2,218+323.0% | $3,009+211.8% | $2,596+261.3% |
| Participant deferral / active EE | $19,250 | $3,246+493.0% | $4,395+338.0% | $4,027+378.0% |
| Admin fee / account holder | $58,096 | $4,395+1221.7% | $5,329+990.2% | $5,403+975.3% |