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 | $357,382 | $127,065+181.3% | $113,168+215.8% | $142,382+151.0% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 60.62% | 24.03%+36.6pp | 24.27%+36.4pp | 217.08%-156.5pp |
| Employer contribution / active EE | $1,729 | $3,442-49.8% | $2,975-41.9% | $4,299-59.8% |
| Participant deferral / active EE | $6,427 | $5,716+12.4% | $5,107+25.9% | $6,507-1.2% |
| Admin fee / account holder | $3,134 | $15,736-80.1% | $12,068-74.0% | $12,624-75.2% |