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 | $251,793 | $133,958+88.0% | $112,228+124.4% | $134,475+87.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -11.38% | 47.11%-58.5pp | 27.45%-38.8pp | 417.96%-429.3pp |
| Employer contribution / active EE | $4,401 | $4,038+9.0% | $3,635+21.1% | $4,740-7.1% |
| Participant deferral / active EE | $5,950 | $5,291+12.5% | $4,728+25.8% | $6,400-7.0% |
| Admin fee / account holder | $2,458 | $7,489-67.2% | $6,410-61.7% | $11,426-78.5% |