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 | $295,574 | $72,404+308.2% | $110,238+168.1% | $64,186+360.5% |
| Participation rate | 25.4% | 73.3%-48.0pp | 79.8%-54.5pp | 69.6%-44.2pp |
| Annual return | -4.12% | -6.29%+2.2pp | 314.74%-318.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,082 | $2,282-52.6% | $3,826-71.7% | $2,381-54.6% |
| Participant deferral / active EE | $2,162 | $3,469-37.7% | $4,672-53.7% | $3,470-37.7% |
| Admin fee / account holder | $2,328 | $5,664-58.9% | $8,547-72.8% | $4,888-52.4% |