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 | $329,341 | $106,584+209.0% | $101,326+225.0% | $142,382+131.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 81.5%-21.5pp | 80.1%-20.1pp |
| Annual return | 15.86% | 36.93%-21.1pp | 36.82%-21.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,234 | $3,956-68.8% | $3,665-66.3% | $4,299-71.3% |
| Participant deferral / active EE | $4,091 | $8,297-50.7% | $7,994-48.8% | $6,507-37.1% |
| Admin fee / account holder | $9,953 | $11,446-13.0% | $11,185-11.0% | $12,624-21.2% |