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 | $345,732 | $105,860+226.6% | $90,749+281.0% | $134,475+157.1% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -14.65% | -11.01%-3.6pp | -12.16%-2.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,798 | $3,462-19.2% | $2,921-4.2% | $4,740-41.0% |
| Participant deferral / active EE | $2,051 | $5,216-60.7% | $4,564-55.1% | $6,400-67.9% |
| Admin fee / account holder | $31,028 | $13,938+122.6% | $8,445+267.4% | $11,426+171.6% |