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 | $411,492 | $107,452+283.0% | $91,541+349.5% | $142,382+189.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 12.56% | 22.06%-9.5pp | 20.50%-7.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $697 | $2,994-76.7% | $2,505-72.2% | $4,299-83.8% |
| Participant deferral / active EE | $7,391 | $4,754+55.5% | $4,008+84.4% | $6,507+13.6% |
| Admin fee / account holder | $11,501 | $8,834+30.2% | $6,956+65.3% | $12,624-8.9% |