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 | $278,207 | $91,538+203.9% | $129,995+114.0% | $75,163+270.1% |
| Participation rate | 61.5% | 71.4%-9.9pp | 78.5%-16.9pp | 67.2%-5.7pp |
| Annual return | 24.43% | -631.11%+655.5pp | -137.18%+161.6pp | 160.62%-136.2pp |
| Employer contribution / active EE | $2,305 | $2,845-19.0% | $4,320-46.6% | $2,670-13.7% |
| Participant deferral / active EE | $5,065 | $4,341+16.7% | $5,820-13.0% | $4,125+22.8% |
| Admin fee / account holder | $39,520 | $6,790+482.0% | $10,614+272.3% | $5,651+599.3% |