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 | $285,779 | $110,257+159.2% | $96,544+196.0% | $139,434+105.0% |
| Participation rate | 15.4% | 78.1%-62.7pp | 76.0%-60.6pp | 80.3%-64.9pp |
| Annual return | 9.87% | 26.32%-16.4pp | 25.84%-16.0pp | 372.94%-363.1pp |
| Employer contribution / active EE | $873 | $3,620-75.9% | $2,965-70.6% | $4,751-81.6% |
| Participant deferral / active EE | $2,629 | $5,548-52.6% | $4,851-45.8% | $6,710-60.8% |
| Admin fee / account holder | $153,333 | $11,591+1222.8% | $8,252+1758.1% | $11,403+1244.7% |