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 | $287,525 | $209,411+37.3% | $178,490+61.1% | $158,922+80.9% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 15.79% | 188.75%-173.0pp | 151.07%-135.3pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,435 | $5,706-57.3% | $5,011-51.4% | $4,761-48.9% |
| Participant deferral / active EE | $3,594 | $5,954-39.6% | $5,202-30.9% | $5,982-39.9% |
| Admin fee / account holder | $11,509 | $17,074-32.6% | $13,984-17.7% | $11,246+2.3% |