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 | $263,751 | $80,968+225.7% | $96,544+173.2% | $75,163+250.9% |
| Participation rate | 13.0% | 71.8%-58.7pp | 76.0%-62.9pp | 67.2%-54.1pp |
| Annual return | 13.70% | 27.06%-13.4pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,206 | $2,282-47.2% | $2,965-59.3% | $2,670-54.8% |
| Participant deferral / active EE | $2,594 | $3,928-34.0% | $4,851-46.5% | $4,125-37.1% |
| Admin fee / account holder | $12,219 | $6,724+81.7% | $8,252+48.1% | $5,651+116.2% |