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 | $258,059 | $154,117+67.4% | $129,995+98.5% | $139,434+85.1% |
| Participation rate | 42.1% | 82.0%-39.8pp | 78.5%-36.4pp | 80.3%-38.2pp |
| Annual return | 15.04% | 32.48%-17.4pp | -137.18%+152.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,358 | $5,289-55.4% | $4,320-45.4% | $4,751-50.4% |
| Participant deferral / active EE | $4,822 | $6,710-28.1% | $5,820-17.1% | $6,710-28.1% |
| Admin fee / account holder | $1,267 | $14,007-91.0% | $10,614-88.1% | $11,403-88.9% |