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 | $480,878 | $77,899+517.3% | $149,673+221.3% | $75,163+539.8% |
| Participation rate | 11.5% | 65.6%-54.0pp | 78.8%-67.2pp | 67.2%-55.7pp |
| Annual return | 34.00% | 31.72%+2.3pp | 134.42%-100.4pp | 160.62%-126.6pp |
| Employer contribution / active EE | $525 | $3,137-83.3% | $4,818-89.1% | $2,670-80.3% |
| Participant deferral / active EE | $1,490 | $3,411-56.3% | $5,680-73.8% | $4,125-63.9% |
| Admin fee / account holder | $4,524 | $5,956-24.0% | $13,210-65.8% | $5,651-19.9% |