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 | $579,218 | $78,926+633.9% | $136,749+323.6% | $84,808+583.0% |
| Participation rate | 50.0% | 62.2%-12.2pp | 72.1%-22.1pp | 68.3%-18.3pp |
| Annual return | 16.65% | 18.17%-1.5pp | 24.33%-7.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $9,228 | $2,134+332.4% | $3,400+171.5% | $2,631+250.8% |
| Participant deferral / active EE | $8,345 | $3,168+163.4% | $4,692+77.9% | $4,212+98.1% |
| Admin fee / account holder | $31,949 | $6,369+401.6% | $11,386+180.6% | $7,344+335.0% |