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 9-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 | $329,507 | $175,600+87.6% | $129,110+155.2% | $134,475+145.0% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.3%-27.3pp | 81.2%-31.2pp |
| Annual return | -10.97% | -11.39%+0.4pp | -10.94%0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,768 | $7,975-2.6% | $6,542+18.7% | $6,400+21.4% |
| Admin fee / account holder | $22,357 | $23,567-5.1% | $14,302+56.3% | $11,426+95.7% |