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 | $465,445 | $53,516+769.7% | $126,539+267.8% | $84,808+448.8% |
| Participation rate | 31.9% | 58.2%-26.3pp | 69.8%-37.9pp | 68.3%-36.4pp |
| Annual return | 15.57% | 58.34%-42.8pp | 425.95%-410.4pp | 40.90%-25.3pp |
| Employer contribution / active EE | $285 | $1,535-81.5% | $3,674-92.3% | $2,631-89.2% |
| Participant deferral / active EE | $3,217 | $2,671+20.4% | $4,083-21.2% | $4,212-23.6% |
| Admin fee / account holder | $19,156 | $4,497+326.0% | $6,065+215.9% | $7,344+160.9% |