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 | $399,987 | $817,678-51.1% | $392,568+1.9% | $152,861+161.7% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.1%-22.5pp | 82.4%-26.9pp |
| Annual return | 22.11% | 22.84%-0.7pp | 24.42%-2.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $3,304 | $5,502-40.0% | $3,783-12.7% | $4,762-30.6% |
| Participant deferral / active EE | $5,653 | $8,398-32.7% | $5,985-5.5% | $5,850-3.4% |
| Admin fee / account holder | $2,449 | $12,095-79.8% | $6,260-60.9% | $11,596-78.9% |