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 | $265,475 | $106,543+149.2% | $91,220+191.0% | $134,475+97.4% |
| Participation rate | 53.8% | 76.8%-23.0pp | 73.2%-19.4pp | 81.2%-27.4pp |
| Annual return | -21.00% | 160.60%-181.6pp | 114.01%-135.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,040 | $3,331-68.8% | $2,850-63.5% | $4,740-78.1% |
| Participant deferral / active EE | $5,116 | $4,719+8.4% | $4,234+20.9% | $6,400-20.1% |
| Admin fee / account holder | $1,276 | $6,231-79.5% | $5,420-76.5% | $11,426-88.8% |