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 | $253,927 | $167,484+51.6% | $151,611+67.5% | $134,475+88.8% |
| Participation rate | 58.8% | 88.4%-29.6pp | 87.5%-28.7pp | 81.2%-22.4pp |
| Annual return | -20.45% | 7.80%-28.2pp | 3.33%-23.8pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,852 | $6,829-43.6% | $6,166-37.5% | $4,740-18.7% |
| Participant deferral / active EE | $7,265 | $8,986-19.2% | $8,363-13.1% | $6,400+13.5% |
| Admin fee / account holder | $6,125 | $13,783-55.6% | $11,616-47.3% | $11,426-46.4% |