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 | $282,674 | $81,900+245.1% | $119,609+136.3% | $68,494+312.7% |
| Participation rate | 31.3% | 71.9%-40.6pp | 79.3%-48.0pp | 67.9%-36.6pp |
| Annual return | -18.40% | -23.82%+5.4pp | -14.97%-3.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,824 | $4,148-31.9% | $5,602-49.6% | $4,027-29.9% |
| Admin fee / account holder | $2,918 | $6,582-55.7% | $10,323-71.7% | $5,403-46.0% |