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 | $313,253 | $201,272+55.6% | $184,203+70.1% | $145,922+114.7% |
| Participation rate | 6.7% | 87.5%-80.8pp | 86.8%-80.2pp | 80.3%-73.6pp |
| Annual return | 17.19% | 29.00%-11.8pp | 28.81%-11.6pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,758 | $7,022-75.0% | $6,427-72.7% | $4,660-62.3% |
| Participant deferral / active EE | $3,572 | $9,806-63.6% | $9,131-60.9% | $6,688-46.6% |
| Admin fee / account holder | $23,267 | $16,364+42.2% | $13,901+67.4% | $13,397+73.7% |