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 | $349,319 | $49,173+610.4% | $121,098+188.5% | $75,163+364.7% |
| Participation rate | 37.0% | 55.4%-18.4pp | 69.5%-32.5pp | 67.2%-30.2pp |
| Annual return | 17.08% | 55.99%-38.9pp | 985.75%-968.7pp | 160.62%-143.5pp |
| Employer contribution / active EE | $737 | $1,546-52.3% | $4,164-82.3% | $2,670-72.4% |
| Participant deferral / active EE | $3,243 | $2,628+23.4% | $4,080-20.5% | $4,125-21.4% |
| Admin fee / account holder | $5,131 | $3,942+30.2% | $5,644-9.1% | $5,651-9.2% |