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 | $304,515 | $157,256+93.6% | $141,162+115.7% | $152,861+99.2% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 16.54% | 64.32%-47.8pp | 71.39%-54.9pp | 345.32%-328.8pp |
| Employer contribution / active EE | $22,546 | $5,261+328.6% | $4,735+376.2% | $4,762+373.4% |
| Participant deferral / active EE | $4,203 | $7,109-40.9% | $6,709-37.4% | $5,850-28.2% |
| Admin fee / account holder | $81,029 | $12,120+568.6% | $10,261+689.7% | $11,596+598.7% |