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 | $329,344 | $127,264+158.8% | $109,895+199.7% | $167,490+96.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 13.13% | 22.97%-9.8pp | 29.45%-16.3pp | 478.56%-465.4pp |
| Employer contribution / active EE | $822 | $3,322-75.3% | $2,842-71.1% | $4,837-83.0% |
| Participant deferral / active EE | $3,200 | $4,514-29.1% | $4,048-20.9% | $6,341-49.5% |
| Admin fee / account holder | $2,474 | $7,114-65.2% | $6,066-59.2% | $12,309-79.9% |