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 | $391,796 | $127,065+208.3% | $113,168+246.2% | $142,382+175.2% |
| Participation rate | 63.2% | 79.2%-16.0pp | 76.6%-13.4pp | 80.1%-17.0pp |
| Annual return | 14.95% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,712 | $3,442-21.2% | $2,975-8.8% | $4,299-36.9% |
| Participant deferral / active EE | $3,441 | $5,716-39.8% | $5,107-32.6% | $6,507-47.1% |
| Admin fee / account holder | $105,445 | $15,736+570.1% | $12,068+773.8% | $12,624+735.3% |