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 | $290,098 | $154,117+88.2% | $129,995+123.2% | $139,434+108.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 15.24% | 32.48%-17.2pp | -137.18%+152.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,797 | $5,289-66.0% | $4,320-58.4% | $4,751-62.2% |
| Participant deferral / active EE | $4,726 | $6,710-29.6% | $5,820-18.8% | $6,710-29.6% |
| Admin fee / account holder | $14,602 | $14,007+4.3% | $10,614+37.6% | $11,403+28.1% |