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 | $318,888 | $100,754+216.5% | $86,677+267.9% | $134,475+137.1% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -14.79% | 29.04%-43.8pp | 35.91%-50.7pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,201 | $3,489-65.6% | $2,836-57.7% | $4,740-74.7% |
| Participant deferral / active EE | $6,510 | $5,338+22.0% | $4,656+39.8% | $6,400+1.7% |
| Admin fee / account holder | $867 | $10,926-92.1% | $7,493-88.4% | $11,426-92.4% |