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 | $254,292 | $98,750+157.5% | $149,696+69.9% | $79,858+218.4% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.5%-30.5pp | 69.6%-17.6pp |
| Annual return | 18.83% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,050 | $3,216-36.3% | $4,644-55.9% | $2,471-17.0% |
| Participant deferral / active EE | $6,170 | $5,680+8.6% | $6,842-9.8% | $3,740+65.0% |
| Admin fee / account holder | $1,131 | $6,053-81.3% | $9,309-87.8% | $5,306-78.7% |