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 | $688,181 | $167,307+311.3% | $143,757+378.7% | $134,475+411.8% |
| Participation rate | 55.6% | 84.8%-29.3pp | 80.3%-24.8pp | 81.2%-25.7pp |
| Annual return | -5.51% | 0.46%-6.0pp | -0.04%-5.5pp | 417.96%-423.5pp |
| Employer contribution / active EE | $4,381 | $5,619-22.0% | $4,951-11.5% | $4,740-7.6% |
| Participant deferral / active EE | $3,896 | $6,446-39.6% | $5,637-30.9% | $6,400-39.1% |
| Admin fee / account holder | $19,874 | $18,088+9.9% | $14,673+35.4% | $11,426+73.9% |