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 | $292,447 | $111,754+161.7% | $103,333+183.0% | $145,922+100.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 16.94% | 24.77%-7.8pp | 24.88%-7.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,992 | $4,212-52.7% | $3,868-48.5% | $4,660-57.2% |
| Participant deferral / active EE | $4,330 | $5,619-22.9% | $5,057-14.4% | $6,688-35.3% |
| Admin fee / account holder | $5,701 | $9,750-41.5% | $8,355-31.8% | $13,397-57.4% |