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 | $521,606 | $138,044+277.9% | $125,339+316.2% | $134,475+287.9% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -14.31% | 750.33%-764.6pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,108 | $5,243-78.9% | $4,814-77.0% | $4,740-76.6% |
| Participant deferral / active EE | $5,688 | $7,799-27.1% | $7,446-23.6% | $6,400-11.1% |
| Admin fee / account holder | $5,704 | $11,571-50.7% | $10,010-43.0% | $11,426-50.1% |