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 | $273,850 | $105,860+158.7% | $90,749+201.8% | $134,475+103.6% |
| Participation rate | 61.5% | 78.2%-16.7pp | 75.7%-14.2pp | 81.2%-19.7pp |
| Annual return | -15.47% | -11.01%-4.5pp | -12.16%-3.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,386 | $3,462-31.1% | $2,921-18.3% | $4,740-49.7% |
| Participant deferral / active EE | $4,927 | $5,216-5.5% | $4,564+7.9% | $6,400-23.0% |
| Admin fee / account holder | $2,165 | $13,938-84.5% | $8,445-74.4% | $11,426-81.1% |