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 | $355,985 | $95,193+274.0% | $76,523+365.2% | $135,375+163.0% |
| Participation rate | 57.1% | 74.4%-17.2pp | 68.0%-10.9pp | 82.6%-25.5pp |
| Annual return | -6.60% | 4.85%-11.4pp | -0.27%-6.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,220 | $4,639-52.2% | $3,835-42.1% | $5,609-60.4% |
| Admin fee / account holder | $22,695 | $6,249+263.2% | $4,848+368.1% | $10,827+109.6% |