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 | $286,310 | $176,377+62.3% | $134,143+113.4% | $158,922+80.2% |
| Participation rate | 25.0% | 78.7%-53.7pp | 72.2%-47.2pp | 82.0%-57.0pp |
| Annual return | 22.52% | 63.63%-41.1pp | 36.33%-13.8pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,209 | $5,040-76.0% | $3,704-67.4% | $4,761-74.6% |
| Participant deferral / active EE | $5,731 | $4,091+40.1% | $3,499+63.8% | $5,982-4.2% |
| Admin fee / account holder | $466 | $8,718-94.7% | $6,684-93.0% | $11,246-95.9% |