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 | $393,827 | $117,983+233.8% | $101,794+286.9% | $142,382+176.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 12.34% | 36.92%-24.6pp | 30.53%-18.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,882 | $2,773+3.9% | $2,289+25.9% | $4,299-33.0% |
| Participant deferral / active EE | $12,403 | $4,714+163.1% | $4,084+203.7% | $6,507+90.6% |
| Admin fee / account holder | $136,698 | $10,433+1210.2% | $8,777+1457.5% | $12,624+982.9% |