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 | $629,851 | $93,024+577.1% | $77,024+717.7% | $134,475+368.4% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -14.85% | 62.60%-77.4pp | 42.32%-57.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,133 | $3,418-66.9% | $2,812-59.7% | $4,740-76.1% |
| Participant deferral / active EE | $5,350 | $5,238+2.1% | $4,426+20.9% | $6,400-16.4% |
| Admin fee / account holder | $3,661 | $6,944-47.3% | $5,425-32.5% | $11,426-68.0% |