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 | $282,206 | $118,680+137.8% | $98,907+185.3% | $158,922+77.6% |
| Participation rate | 22.7% | 77.8%-55.1pp | 76.0%-53.3pp | 82.0%-59.2pp |
| Annual return | 14.78% | 372.35%-357.6pp | 196.43%-181.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,150 | $3,333-65.5% | $2,689-57.2% | $4,761-75.8% |
| Participant deferral / active EE | $2,085 | $5,088-59.0% | $4,244-50.9% | $5,982-65.1% |
| Admin fee / account holder | $36,969 | $10,131+264.9% | $6,642+456.6% | $11,246+228.7% |