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 | $384,693 | $117,841+226.5% | $102,423+275.6% | $145,922+163.6% |
| Participation rate | 36.4% | 78.6%-42.2pp | 76.5%-40.1pp | 80.3%-43.9pp |
| Annual return | 18.75% | 31.65%-12.9pp | 29.32%-10.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $861 | $3,615-76.2% | $3,023-71.5% | $4,660-81.5% |
| Participant deferral / active EE | $5,279 | $5,731-7.9% | $5,053+4.5% | $6,688-21.1% |
| Admin fee / account holder | $18,273 | $13,326+37.1% | $9,451+93.3% | $13,397+36.4% |