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 | $394,709 | $117,983+234.5% | $101,794+287.8% | $142,382+177.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 22.99% | 36.92%-13.9pp | 30.53%-7.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,049 | $2,773-26.1% | $2,289-10.5% | $4,299-52.4% |
| Participant deferral / active EE | $9,958 | $4,714+111.3% | $4,084+143.8% | $6,507+53.0% |
| Admin fee / account holder | $3,041 | $10,433-70.8% | $8,777-65.3% | $12,624-75.9% |