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 | $387,631 | $127,065+205.1% | $113,168+242.5% | $142,382+172.2% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 19.28% | 24.03%-4.7pp | 24.27%-5.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,189 | $3,442-36.4% | $2,975-26.4% | $4,299-49.1% |
| Participant deferral / active EE | $15,000 | $5,716+162.4% | $5,107+193.7% | $6,507+130.5% |
| Admin fee / account holder | $14,084 | $15,736-10.5% | $12,068+16.7% | $12,624+11.6% |