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 | $350,494 | $89,753+290.5% | $107,525+226.0% | $84,808+313.3% |
| Participation rate | 21.0% | 68.1%-47.1pp | 75.1%-54.1pp | 68.3%-47.3pp |
| Annual return | 16.87% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,141 | $3,113-63.3% | $3,754-69.6% | $2,631-56.6% |
| Participant deferral / active EE | $2,103 | $4,056-48.2% | $5,116-58.9% | $4,212-50.1% |
| Admin fee / account holder | $14,546 | $7,222+101.4% | $8,919+63.1% | $7,344+98.1% |