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 | $345,209 | $129,942+165.7% | $104,294+231.0% | $134,475+156.7% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -16.08% | 42.03%-58.1pp | 24.61%-40.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $810 | $4,184-80.6% | $3,372-76.0% | $4,740-82.9% |
| Participant deferral / active EE | $2,187 | $5,588-60.9% | $4,625-52.7% | $6,400-65.8% |
| Admin fee / account holder | $20,385 | $9,323+118.7% | $7,339+177.7% | $11,426+78.4% |