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 | $260,171 | $104,907+148.0% | $84,611+207.5% | $152,861+70.2% |
| Participation rate | 57.1% | 74.8%-17.7pp | 68.2%-11.1pp | 82.4%-25.3pp |
| Annual return | 21.89% | 373.79%-351.9pp | 258.74%-236.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,346 | $3,302-59.2% | $2,652-49.3% | $4,762-71.7% |
| Participant deferral / active EE | $3,411 | $4,688-27.2% | $3,899-12.5% | $5,850-41.7% |
| Admin fee / account holder | $11,257 | $6,241+80.4% | $4,912+129.2% | $11,596-2.9% |