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 | $336,682 | $58,694+473.6% | $142,863+135.7% | $85,850+292.2% |
| Participation rate | 28.6% | 58.5%-29.9pp | 71.9%-43.4pp | 69.3%-40.7pp |
| Annual return | 16.61% | 27.72%-11.1pp | 5637.54%-5620.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,293 | $1,423-9.1% | $4,144-68.8% | $2,565-49.6% |
| Participant deferral / active EE | $2,612 | $2,607+0.2% | $3,837-31.9% | $3,952-33.9% |
| Admin fee / account holder | $7,294 | $4,239+72.1% | $6,560+11.2% | $6,260+16.5% |