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 | $282,006 | $167,484+68.4% | $151,611+86.0% | $134,475+109.7% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -10.97% | 7.80%-18.8pp | 3.33%-14.3pp | 417.96%-428.9pp |
| Employer contribution / active EE | $2,105 | $6,829-69.2% | $6,166-65.9% | $4,740-55.6% |
| Participant deferral / active EE | $5,694 | $8,986-36.6% | $8,363-31.9% | $6,400-11.0% |
| Admin fee / account holder | $10,275 | $13,783-25.5% | $11,616-11.5% | $11,426-10.1% |