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 | $290,698 | $117,841+146.7% | $102,423+183.8% | $145,922+99.2% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-21.9pp |
| Annual return | 8.92% | 31.65%-22.7pp | 29.32%-20.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,657 | $3,615-26.5% | $3,023-12.1% | $4,660-43.0% |
| Participant deferral / active EE | $4,301 | $5,731-24.9% | $5,053-14.9% | $6,688-35.7% |
| Admin fee / account holder | $4,479 | $13,326-66.4% | $9,451-52.6% | $13,397-66.6% |