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 | $325,181 | $124,281+161.7% | $109,143+197.9% | $167,490+94.1% |
| Participation rate | 55.6% | 79.4%-23.9pp | 75.9%-20.3pp | 82.1%-26.5pp |
| Annual return | 15.32% | 26.04%-10.7pp | 25.75%-10.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $1,708 | $4,207-59.4% | $3,722-54.1% | $4,837-64.7% |
| Participant deferral / active EE | $9,206 | $5,255+75.2% | $4,653+97.8% | $6,341+45.2% |
| Admin fee / account holder | $2,432 | $7,970-69.5% | $6,752-64.0% | $12,309-80.2% |