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 | $447,783 | $167,307+167.6% | $143,757+211.5% | $134,475+233.0% |
| Participation rate | 44.4% | 84.8%-40.4pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -19.95% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,156 | $5,619-61.6% | $4,951-56.4% | $4,740-54.5% |
| Participant deferral / active EE | $7,139 | $6,446+10.7% | $5,637+26.6% | $6,400+11.5% |
| Admin fee / account holder | $6,211 | $18,088-65.7% | $14,673-57.7% | $11,426-45.6% |