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 | $253,555 | $114,381+121.7% | $107,525+135.8% | $142,382+78.1% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.1%-11.4pp | 80.1%-16.5pp |
| Annual return | 14.72% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,287 | $4,015-43.0% | $3,754-39.1% | $4,299-46.8% |
| Participant deferral / active EE | $7,478 | $5,564+34.4% | $5,116+46.2% | $6,507+14.9% |
| Admin fee / account holder | $626 | $9,860-93.7% | $8,919-93.0% | $12,624-95.0% |