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 | $398,422 | $69,518+473.1% | $59,878+565.4% | $135,375+194.3% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.7%-14.7pp | 82.6%-22.6pp |
| Annual return | -8.84% | 7.94%-16.8pp | 3.46%-12.3pp | 519.73%-528.6pp |
| Employer contribution / active EE | $7,008 | $3,235+116.7% | $2,722+157.5% | $4,779+46.6% |
| Participant deferral / active EE | $10,008 | $4,206+138.0% | $3,402+194.2% | $5,609+78.4% |
| Admin fee / account holder | $19,729 | $5,734+244.1% | $3,590+449.5% | $10,827+82.2% |