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 | $412,000 | $177,572+132.0% | $154,803+166.1% | $142,382+189.4% |
| Participation rate | 55.0% | 82.1%-27.1pp | 78.1%-23.1pp | 80.1%-25.1pp |
| Annual return | 14.10% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,120 | $4,810-55.9% | $4,305-50.8% | $4,299-50.7% |
| Participant deferral / active EE | $6,786 | $6,272+8.2% | $5,540+22.5% | $6,507+4.3% |
| Admin fee / account holder | $2,796 | $16,786-83.3% | $14,329-80.5% | $12,624-77.8% |