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 | $382,037 | $168,632+126.6% | $147,614+158.8% | $125,391+204.7% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | -3.46% | 77.65%-81.1pp | 61.98%-65.4pp | 282.22%-285.7pp |
| Employer contribution / active EE | $1,369 | $6,252-78.1% | $5,564-75.4% | $4,866-71.9% |
| Participant deferral / active EE | $3,793 | $5,507-31.1% | $4,895-22.5% | $5,352-29.1% |
| Admin fee / account holder | $10,374 | $13,580-23.6% | $11,611-10.7% | $9,540+8.7% |