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 | $444,706 | $117,841+277.4% | $102,423+334.2% | $145,922+204.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 26.99% | 31.65%-4.7pp | 29.32%-2.3pp | 561.29%-534.3pp |
| Employer contribution / active EE | $2,018 | $3,615-44.2% | $3,023-33.2% | $4,660-56.7% |
| Participant deferral / active EE | $5,420 | $5,731-5.4% | $5,053+7.3% | $6,688-19.0% |
| Admin fee / account holder | $301,860 | $13,326+2165.2% | $9,451+3094.0% | $13,397+2153.2% |