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 | $397,665 | $51,576+671.0% | $129,207+207.8% | $80,856+391.8% |
| Participation rate | 34.0% | 57.0%-22.9pp | 69.6%-35.6pp | 67.6%-33.6pp |
| Annual return | 14.44% | 20.81%-6.4pp | 9417.33%-9402.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $323 | $1,584-79.6% | $4,153-92.2% | $2,755-88.3% |
| Participant deferral / active EE | $3,200 | $2,669+19.9% | $4,168-23.2% | $4,296-25.5% |
| Admin fee / account holder | $8,732 | $4,305+102.8% | $7,715+13.2% | $6,918+26.2% |