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 | $327,682 | $87,013+276.6% | $106,213+208.5% | $80,856+305.3% |
| Participation rate | 48.0% | 70.4%-22.4pp | 75.3%-27.3pp | 67.6%-19.6pp |
| Annual return | 20.09% | 17.05%+3.0pp | 116.14%-96.0pp | 35.59%-15.5pp |
| Employer contribution / active EE | $2,574 | $2,395+7.4% | $3,171-18.9% | $2,755-6.6% |
| Participant deferral / active EE | $5,457 | $3,986+36.9% | $5,016+8.8% | $4,296+27.0% |
| Admin fee / account holder | $17,298 | $8,431+105.2% | $11,033+56.8% | $6,918+150.0% |