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 | $279,974 | $113,935+145.7% | $94,224+197.1% | $125,391+123.3% |
| Participation rate | 33.3% | 82.9%-49.6pp | 78.8%-45.4pp | 83.2%-49.9pp |
| Annual return | 0.33% | 5.29%-5.0pp | 10.68%-10.4pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,881 | $4,727-60.2% | $3,587-47.6% | $4,866-61.4% |
| Participant deferral / active EE | $3,921 | $5,179-24.3% | $4,320-9.2% | $5,352-26.7% |
| Admin fee / account holder | $5,700 | $8,391-32.1% | $6,269-9.1% | $9,540-40.3% |