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 | $377,269 | $100,754+274.4% | $86,677+335.3% | $134,475+180.5% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -19.48% | 29.04%-48.5pp | 35.91%-55.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,845 | $3,489-18.5% | $2,836+0.3% | $4,740-40.0% |
| Participant deferral / active EE | $10,139 | $5,338+90.0% | $4,656+117.8% | $6,400+58.4% |
| Admin fee / account holder | $1,238 | $10,926-88.7% | $7,493-83.5% | $11,426-89.2% |