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 | $350,523 | $95,803+265.9% | $113,168+209.7% | $84,808+313.3% |
| Participation rate | 23.1% | 72.9%-49.8pp | 76.6%-53.5pp | 68.3%-45.2pp |
| Annual return | 15.97% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,528 | $2,360-35.2% | $2,975-48.6% | $2,631-41.9% |
| Participant deferral / active EE | $3,163 | $4,242-25.4% | $5,107-38.1% | $4,212-24.9% |
| Admin fee / account holder | $181,886 | $8,989+1923.5% | $12,068+1407.2% | $7,344+2376.7% |