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 | $289,225 | $81,460+255.1% | $103,333+179.9% | $80,856+257.7% |
| Participation rate | 21.6% | 66.8%-45.2pp | 74.5%-52.9pp | 67.6%-46.0pp |
| Annual return | 13.56% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,192 | $3,105-61.6% | $3,868-69.2% | $2,755-56.7% |
| Participant deferral / active EE | $2,512 | $3,869-35.1% | $5,057-50.3% | $4,296-41.5% |
| Admin fee / account holder | $46,108 | $6,566+602.2% | $8,355+451.9% | $6,918+566.5% |