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 | $389,632 | $163,101+138.9% | $136,749+184.9% | $142,382+173.7% |
| Participation rate | 44.4% | 78.2%-33.8pp | 72.1%-27.7pp | 80.1%-35.7pp |
| Annual return | 10.42% | 27.54%-17.1pp | 24.33%-13.9pp | 217.08%-206.7pp |
| Employer contribution / active EE | $980 | $4,117-76.2% | $3,400-71.2% | $4,299-77.2% |
| Participant deferral / active EE | $7,939 | $5,585+42.2% | $4,692+69.2% | $6,507+22.0% |
| Admin fee / account holder | $2,412 | $14,318-83.2% | $11,386-78.8% | $12,624-80.9% |