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 | $310,916 | $107,452+189.4% | $91,541+239.6% | $142,382+118.4% |
| Participation rate | 12.5% | 75.1%-62.6pp | 69.8%-57.3pp | 80.1%-67.6pp |
| Annual return | 10.13% | 22.06%-11.9pp | 20.50%-10.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $627 | $2,994-79.1% | $2,505-75.0% | $4,299-85.4% |
| Participant deferral / active EE | $8,021 | $4,754+68.7% | $4,008+100.1% | $6,507+23.3% |
| Admin fee / account holder | $57,147 | $8,834+546.9% | $6,956+721.5% | $12,624+352.7% |