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 | $292,705 | $127,777+129.1% | $106,548+174.7% | $167,490+74.8% |
| Participation rate | 55.6% | 78.3%-22.7pp | 76.1%-20.6pp | 82.1%-26.5pp |
| Annual return | 26.63% | 33.87%-7.2pp | 26.80%-0.2pp | 478.56%-451.9pp |
| Employer contribution / active EE | $926 | $3,427-73.0% | $2,819-67.1% | $4,837-80.9% |
| Participant deferral / active EE | $3,585 | $5,087-29.5% | $4,398-18.5% | $6,341-43.5% |
| Admin fee / account holder | $432 | $11,228-96.2% | $7,407-94.2% | $12,309-96.5% |