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 | $296,718 | $46,674+535.7% | $117,472+152.6% | $68,494+333.2% |
| Participation rate | 53.1% | 56.8%-3.7pp | 70.6%-17.5pp | 67.9%-14.8pp |
| Annual return | -11.17% | -14.52%+3.4pp | 29.74%-40.9pp | -7.84%-3.3pp |
| Employer contribution / active EE | $837 | $1,505-44.4% | $4,176-80.0% | $2,596-67.8% |
| Participant deferral / active EE | $4,365 | $2,636+65.6% | $4,070+7.2% | $4,027+8.4% |
| Admin fee / account holder | $6,416 | $4,020+59.6% | $5,645+13.7% | $5,403+18.8% |