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 | $342,701 | $238,490+43.7% | $180,183+90.2% | $142,382+140.7% |
| Participation rate | 50.0% | 82.3%-32.3pp | 77.4%-27.4pp | 80.1%-30.1pp |
| Annual return | 11.00% | 33.56%-22.6pp | 27.86%-16.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,614 | $6,143-73.7% | $5,039-68.0% | $4,299-62.5% |
| Participant deferral / active EE | $2,488 | $7,996-68.9% | $6,822-63.5% | $6,507-61.8% |
| Admin fee / account holder | $2,107 | $28,866-92.7% | $19,975-89.5% | $12,624-83.3% |