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 | $378,445 | $127,777+196.2% | $106,548+255.2% | $167,490+126.0% |
| Participation rate | 40.0% | 78.3%-38.3pp | 76.1%-36.1pp | 82.1%-42.1pp |
| Annual return | 12.13% | 33.87%-21.7pp | 26.80%-14.7pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,506 | $3,427-56.0% | $2,819-46.6% | $4,837-68.9% |
| Participant deferral / active EE | $6,648 | $5,087+30.7% | $4,398+51.2% | $6,341+4.8% |
| Admin fee / account holder | $5,497 | $11,228-51.0% | $7,407-25.8% | $12,309-55.3% |