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 | $323,688 | $82,630+291.7% | $64,105+404.9% | $125,391+158.1% |
| Participation rate | 44.4% | 75.9%-31.4pp | 68.2%-23.7pp | 83.2%-38.7pp |
| Annual return | 0.10% | 1489.72%-1489.6pp | 791.24%-791.1pp | 282.22%-282.1pp |
| Employer contribution / active EE | $2,075 | $2,671-22.3% | $1,820+14.0% | $4,866-57.4% |
| Participant deferral / active EE | $8,242 | $3,608+128.4% | $2,822+192.1% | $5,352+54.0% |
| Admin fee / account holder | $7,476 | $6,382+17.1% | $4,499+66.2% | $9,540-21.6% |