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 | $261,078 | $177,572+47.0% | $154,803+68.7% | $142,382+83.4% |
| Participation rate | 45.0% | 82.1%-37.1pp | 78.1%-33.1pp | 80.1%-35.1pp |
| Annual return | 16.74% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,177 | $4,810-75.5% | $4,305-72.7% | $4,299-72.6% |
| Participant deferral / active EE | $2,464 | $6,272-60.7% | $5,540-55.5% | $6,507-62.1% |
| Admin fee / account holder | $780 | $16,786-95.4% | $14,329-94.6% | $12,624-93.8% |