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 | $269,916 | $62,586+331.3% | $76,768+251.6% | $64,186+320.5% |
| Participation rate | 65.7% | 72.8%-7.1pp | 77.0%-11.2pp | 69.6%-3.9pp |
| Annual return | -2.59% | -1.95%-0.6pp | 2.43%-5.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $2,203 | $1,832+20.2% | $2,485-11.4% | $2,381-7.5% |
| Participant deferral / active EE | $6,388 | $3,145+103.2% | $3,852+65.9% | $3,470+84.1% |
| Admin fee / account holder | $13,837 | $4,667+196.5% | $6,675+107.3% | $4,888+183.1% |