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 | $376,686 | $148,534+153.6% | $135,903+177.2% | $139,434+170.2% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 13.50% | 79.19%-65.7pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,920 | $5,243-63.4% | $4,856-60.5% | $4,751-59.6% |
| Participant deferral / active EE | $6,000 | $8,100-25.9% | $7,758-22.7% | $6,710-10.6% |
| Admin fee / account holder | $5,030 | $12,400-59.4% | $10,762-53.3% | $11,403-55.9% |