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 | $331,162 | $126,574+161.6% | $106,213+211.8% | $145,922+126.9% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 16.47% | 224.79%-208.3pp | 116.14%-99.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,912 | $3,730-48.8% | $3,171-39.7% | $4,660-59.0% |
| Participant deferral / active EE | $8,848 | $5,724+54.6% | $5,016+76.4% | $6,688+32.3% |
| Admin fee / account holder | $2,993 | $17,304-82.7% | $11,033-72.9% | $13,397-77.7% |