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 | $283,694 | $168,632+68.2% | $147,614+92.2% | $125,391+126.2% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -3.27% | 77.65%-80.9pp | 61.98%-65.3pp | 282.22%-285.5pp |
| Employer contribution / active EE | $2,285 | $6,252-63.5% | $5,564-58.9% | $4,866-53.0% |
| Participant deferral / active EE | $8,756 | $5,507+59.0% | $4,895+78.9% | $5,352+63.6% |
| Admin fee / account holder | $2,109 | $13,580-84.5% | $11,611-81.8% | $9,540-77.9% |