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 | $293,846 | $111,754+162.9% | $103,333+184.4% | $145,922+101.4% |
| Participation rate | 46.7% | 77.9%-31.3pp | 74.5%-27.8pp | 80.3%-33.6pp |
| Annual return | 9.83% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,532 | $4,212-63.6% | $3,868-60.4% | $4,660-67.1% |
| Participant deferral / active EE | $6,391 | $5,619+13.8% | $5,057+26.4% | $6,688-4.4% |
| Admin fee / account holder | $78,814 | $9,750+708.3% | $8,355+843.4% | $13,397+488.3% |