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 | $271,403 | $91,538+196.5% | $129,995+108.8% | $75,163+261.1% |
| Participation rate | 64.7% | 71.4%-6.7pp | 78.5%-13.8pp | 67.2%-2.5pp |
| Annual return | 15.96% | -631.11%+647.1pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,917 | $2,845-32.6% | $4,320-55.6% | $2,670-28.2% |
| Participant deferral / active EE | $5,845 | $4,341+34.6% | $5,820+0.4% | $4,125+41.7% |
| Admin fee / account holder | $2,810 | $6,790-58.6% | $10,614-73.5% | $5,651-50.3% |