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 | $793,619 | $106,515+645.1% | $96,683+720.8% | $139,434+469.2% |
| Participation rate | 47.4% | 77.8%-30.5pp | 74.3%-27.0pp | 80.3%-33.0pp |
| Annual return | 21.51% | 38.43%-16.9pp | 35.69%-14.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $922 | $4,103-77.5% | $3,737-75.3% | $4,751-80.6% |
| Participant deferral / active EE | $3,755 | $5,454-31.1% | $4,878-23.0% | $6,710-44.0% |
| Admin fee / account holder | $14,296 | $7,877+81.5% | $6,730+112.4% | $11,403+25.4% |