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 | $378,495 | $95,561+296.1% | $77,163+390.5% | $139,434+171.5% |
| Participation rate | 29.4% | 73.9%-44.5pp | 69.6%-40.2pp | 80.3%-50.9pp |
| Annual return | 32.25% | 54.92%-22.7pp | 37.87%-5.6pp | 372.94%-340.7pp |
| Employer contribution / active EE | $2,292 | $3,147-27.2% | $2,535-9.6% | $4,751-51.8% |
| Participant deferral / active EE | $2,107 | $4,624-54.4% | $3,833-45.0% | $6,710-68.6% |
| Admin fee / account holder | $314 | $8,295-96.2% | $5,472-94.3% | $11,403-97.2% |