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 | $368,308 | $95,266+286.6% | $82,389+347.0% | $142,382+158.7% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.5%-9.5pp | 80.1%-20.1pp |
| Annual return | 12.13% | 25.74%-13.6pp | 28.67%-16.5pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,391 | $2,991-20.1% | $2,517-5.0% | $4,299-44.4% |
| Participant deferral / active EE | $4,491 | $4,809-6.6% | $4,155+8.1% | $6,507-31.0% |
| Admin fee / account holder | $105,944 | $8,563+1137.2% | $7,231+1365.2% | $12,624+739.3% |