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 | $402,889 | $94,625+325.8% | $116,228+246.6% | $84,808+375.1% |
| Participation rate | 30.4% | 70.4%-40.0pp | 74.6%-44.1pp | 68.3%-37.9pp |
| Annual return | 15.91% | 20.40%-4.5pp | 90.06%-74.1pp | 40.90%-25.0pp |
| Employer contribution / active EE | $4,316 | $2,347+83.9% | $2,994+44.1% | $2,631+64.0% |
| Participant deferral / active EE | $11,496 | $3,972+189.4% | $4,953+132.1% | $4,212+173.0% |
| Admin fee / account holder | $41,318 | $10,091+309.4% | $11,989+244.6% | $7,344+462.6% |