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 | $365,355 | $87,013+319.9% | $106,213+244.0% | $80,856+351.9% |
| Participation rate | 36.1% | 70.4%-34.3pp | 75.3%-39.2pp | 67.6%-31.5pp |
| Annual return | 12.19% | 17.05%-4.9pp | 116.14%-103.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,538 | $2,395-35.8% | $3,171-51.5% | $2,755-44.2% |
| Participant deferral / active EE | $2,725 | $3,986-31.6% | $5,016-45.7% | $4,296-36.6% |
| Admin fee / account holder | $11,599 | $8,431+37.6% | $11,033+5.1% | $6,918+67.7% |