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 | $272,031 | $73,867+268.3% | $143,757+89.2% | $68,494+297.2% |
| Participation rate | 48.1% | 66.7%-18.6pp | 80.3%-32.2pp | 67.9%-19.8pp |
| Annual return | -17.29% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,665 | $3,184-47.7% | $4,951-66.4% | $2,596-35.9% |
| Participant deferral / active EE | $4,147 | $3,384+22.5% | $5,637-26.4% | $4,027+3.0% |
| Admin fee / account holder | $9,846 | $5,755+71.1% | $14,673-32.9% | $5,403+82.2% |