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 | $341,255 | $77,813+338.6% | $123,544+176.2% | $64,186+431.7% |
| Participation rate | 25.9% | 74.7%-48.8pp | 82.3%-56.4pp | 69.6%-43.6pp |
| Annual return | -6.41% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $5,937 | $3,014+97.0% | $4,628+28.3% | $2,381+149.4% |
| Participant deferral / active EE | $3,504 | $5,240-33.1% | $6,426-45.5% | $3,470+1.0% |
| Admin fee / account holder | $4,401 | $5,519-20.2% | $9,284-52.6% | $4,888-10.0% |