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 | $547,483 | $133,958+308.7% | $112,228+387.8% | $134,475+307.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -17.55% | 47.11%-64.7pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $9,605 | $4,038+137.9% | $3,635+164.3% | $4,740+102.6% |
| Participant deferral / active EE | $9,174 | $5,291+73.4% | $4,728+94.0% | $6,400+43.4% |
| Admin fee / account holder | $26,393 | $7,489+252.4% | $6,410+311.7% | $11,426+131.0% |