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 | $275,135 | $82,286+234.4% | $68,791+300.0% | $134,475+104.6% |
| Participation rate | 30.8% | 75.1%-44.3pp | 69.0%-38.3pp | 81.2%-50.5pp |
| Annual return | -15.54% | -2.19%-13.4pp | -6.38%-9.2pp | 417.96%-433.5pp |
| Employer contribution / active EE | $938 | $3,301-71.6% | $2,655-64.7% | $4,740-80.2% |
| Participant deferral / active EE | $4,407 | $4,739-7.0% | $3,941+11.8% | $6,400-31.1% |
| Admin fee / account holder | $2,103 | $6,481-67.5% | $4,932-57.4% | $11,426-81.6% |