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 | $284,901 | $108,172+163.4% | $77,482+267.7% | $158,922+79.3% |
| Participation rate | 4.5% | 64.4%-59.9pp | 54.2%-49.6pp | 82.0%-77.4pp |
| Annual return | 14.85% | 31.67%-16.8pp | 54.79%-39.9pp | 302.83%-288.0pp |
| Employer contribution / active EE | $295 | $1,325-77.7% | $986-70.1% | $4,761-93.8% |
| Participant deferral / active EE | $805 | $2,456-67.2% | $1,861-56.8% | $5,982-86.6% |
| Admin fee / account holder | $2,196 | $3,708-40.8% | $2,858-23.2% | $11,246-80.5% |