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 | $508,805 | $95,862+430.8% | $79,550+539.6% | $134,475+278.4% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -14.09% | -2.69%-11.4pp | 0.16%-14.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,744 | $3,128-44.2% | $2,413-27.7% | $4,740-63.2% |
| Participant deferral / active EE | $10,150 | $4,693+116.3% | $3,985+154.7% | $6,400+58.6% |
| Admin fee / account holder | $7,929 | $9,126-13.1% | $6,832+16.0% | $11,426-30.6% |