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 | $514,439 | $67,331+664.0% | $60,874+745.1% | $134,475+282.6% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -14.43% | 49.93%-64.4pp | 16.90%-31.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,638 | $3,096-14.8% | $2,701-2.4% | $4,740-44.3% |
| Participant deferral / active EE | $8,620 | $4,538+89.9% | $3,817+125.8% | $6,400+34.7% |
| Admin fee / account holder | $2,949 | $4,582-35.6% | $3,224-8.5% | $11,426-74.2% |