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 | $271,269 | $167,307+62.1% | $143,757+88.7% | $134,475+101.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -1.37% | 0.46%-1.8pp | -0.04%-1.3pp | 417.96%-419.3pp |
| Employer contribution / active EE | $1,731 | $5,619-69.2% | $4,951-65.0% | $4,740-63.5% |
| Participant deferral / active EE | $5,695 | $6,446-11.7% | $5,637+1.0% | $6,400-11.0% |
| Admin fee / account holder | $1,658 | $18,088-90.8% | $14,673-88.7% | $11,426-85.5% |