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 | $541,330 | $755,339-28.3% | $379,746+42.6% | $158,922+240.6% |
| Participation rate | 40.0% | 81.8%-41.8pp | 78.4%-38.4pp | 82.0%-42.0pp |
| Annual return | 6.42% | 53.41%-47.0pp | 34.90%-28.5pp | 302.83%-296.4pp |
| Employer contribution / active EE | $1,522 | $4,685-67.5% | $3,540-57.0% | $4,761-68.0% |
| Participant deferral / active EE | $3,331 | $7,938-58.0% | $6,024-44.7% | $5,982-44.3% |
| Admin fee / account holder | $10,001 | $14,482-30.9% | $7,927+26.2% | $11,246-11.1% |