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 | $260,485 | $29,660+778.3% | $56,411+361.8% | $80,856+222.2% |
| Participation rate | 12.0% | 41.6%-29.6pp | 52.5%-40.5pp | 67.6%-55.6pp |
| Annual return | 14.08% | 35.23%-21.2pp | 1701.33%-1687.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $516 | $669-23.0% | $1,039-50.4% | $2,755-81.3% |
| Participant deferral / active EE | $2,229 | $1,226+81.8% | $1,952+14.2% | $4,296-48.1% |
| Admin fee / account holder | $985 | $2,428-59.4% | $2,829-65.2% | $6,918-85.8% |