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 | $307,193 | $100,773+204.8% | $88,946+245.4% | $142,382+115.8% |
| Participation rate | 56.3% | 74.3%-18.0pp | 68.8%-12.6pp | 80.1%-23.9pp |
| Annual return | 17.92% | 70.18%-52.3pp | 57.82%-39.9pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,806 | $2,918-38.1% | $2,555-29.3% | $4,299-58.0% |
| Participant deferral / active EE | $4,445 | $5,230-15.0% | $4,581-3.0% | $6,507-31.7% |
| Admin fee / account holder | $1,426 | $9,693-85.3% | $8,261-82.7% | $12,624-88.7% |