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 | $290,131 | $81,900+254.2% | $119,609+142.6% | $68,494+323.6% |
| Participation rate | 59.4% | 71.9%-12.5pp | 79.3%-19.9pp | 67.9%-8.5pp |
| Annual return | -18.19% | -23.82%+5.6pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,602 | $2,693-40.5% | $4,232-62.1% | $2,596-38.3% |
| Participant deferral / active EE | $7,323 | $4,148+76.5% | $5,602+30.7% | $4,027+81.8% |
| Admin fee / account holder | $70,535 | $6,582+971.7% | $10,323+583.3% | $5,403+1205.5% |