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 | $278,068 | $167,484+66.0% | $151,611+83.4% | $134,475+106.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -1.90% | 7.80%-9.7pp | 3.33%-5.2pp | 417.96%-419.9pp |
| Employer contribution / active EE | $2,256 | $6,829-67.0% | $6,166-63.4% | $4,740-52.4% |
| Participant deferral / active EE | $6,533 | $8,986-27.3% | $8,363-21.9% | $6,400+2.1% |
| Admin fee / account holder | $14,038 | $13,783+1.9% | $11,616+20.9% | $11,426+22.9% |