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 | $462,357 | $167,307+176.4% | $143,757+221.6% | $134,475+243.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -9.86% | 0.46%-10.3pp | -0.04%-9.8pp | 417.96%-427.8pp |
| Employer contribution / active EE | $3,248 | $5,619-42.2% | $4,951-34.4% | $4,740-31.5% |
| Participant deferral / active EE | $6,481 | $6,446+0.5% | $5,637+15.0% | $6,400+1.3% |
| Admin fee / account holder | $226,421 | $18,088+1151.8% | $14,673+1443.1% | $11,426+1881.6% |