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 | $265,514 | $107,791+146.3% | $90,645+192.9% | $135,375+96.1% |
| Participation rate | 55.6% | 78.0%-22.5pp | 74.0%-18.5pp | 82.6%-27.1pp |
| Annual return | -5.88% | -0.90%-5.0pp | 1.88%-7.8pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,700 | $3,018-43.7% | $2,532-32.9% | $4,779-64.4% |
| Participant deferral / active EE | $3,129 | $3,872-19.2% | $3,425-8.6% | $5,609-44.2% |
| Admin fee / account holder | $66,371 | $5,930+1019.3% | $4,994+1229.1% | $10,827+513.0% |