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 | $291,086 | $104,907+177.5% | $84,611+244.0% | $152,861+90.4% |
| Participation rate | 42.9% | 74.8%-32.0pp | 68.2%-25.4pp | 82.4%-39.6pp |
| Annual return | 23.03% | 373.79%-350.8pp | 258.74%-235.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $696 | $3,302-78.9% | $2,652-73.8% | $4,762-85.4% |
| Participant deferral / active EE | $3,346 | $4,688-28.6% | $3,899-14.2% | $5,850-42.8% |
| Admin fee / account holder | $424 | $6,241-93.2% | $4,912-91.4% | $11,596-96.3% |