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 | $647,774 | $118,427+447.0% | $66,042+880.8% | $142,382+355.0% |
| Participation rate | 40.0% | 68.1%-28.1pp | 67.5%-27.5pp | 80.1%-40.1pp |
| Annual return | 20.71% | 35.57%-14.9pp | 52.11%-31.4pp | 217.08%-196.4pp |
| Employer contribution / active EE | $498 | $2,570-80.6% | $1,579-68.4% | $4,299-88.4% |
| Participant deferral / active EE | $498 | $4,311-88.4% | $2,835-82.4% | $6,507-92.3% |
| Admin fee / account holder | $9,759 | $9,593+1.7% | $5,747+69.8% | $12,624-22.7% |