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 | $366,943 | $105,860+246.6% | $90,749+304.3% | $134,475+172.9% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.7%-13.2pp | 81.2%-18.7pp |
| Annual return | -16.29% | -11.01%-5.3pp | -12.16%-4.1pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,115 | $3,462-10.0% | $2,921+6.7% | $4,740-34.3% |
| Participant deferral / active EE | $8,471 | $5,216+62.4% | $4,564+85.6% | $6,400+32.4% |
| Admin fee / account holder | $3,738 | $13,938-73.2% | $8,445-55.7% | $11,426-67.3% |