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 | $296,793 | $82,286+260.7% | $68,791+331.4% | $134,475+120.7% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.0%-13.5pp | 81.2%-25.7pp |
| Annual return | -12.31% | -2.19%-10.1pp | -6.38%-5.9pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,595 | $3,301-51.7% | $2,655-39.9% | $4,740-66.3% |
| Participant deferral / active EE | $8,777 | $4,739+85.2% | $3,941+122.7% | $6,400+37.1% |
| Admin fee / account holder | $1,635 | $6,481-74.8% | $4,932-66.9% | $11,426-85.7% |