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 | $294,816 | $183,963+60.3% | $162,163+81.8% | $152,861+92.9% |
| Participation rate | 55.6% | 88.5%-33.0pp | 87.6%-32.0pp | 82.4%-26.9pp |
| Annual return | 18.68% | 150.76%-132.1pp | 115.59%-96.9pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,802 | $6,371-71.7% | $5,614-67.9% | $4,762-62.2% |
| Participant deferral / active EE | $6,189 | $8,034-23.0% | $7,298-15.2% | $5,850+5.8% |
| Admin fee / account holder | $616 | $13,121-95.3% | $10,843-94.3% | $11,596-94.7% |