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 | $364,871 | $177,572+105.5% | $154,803+135.7% | $142,382+156.3% |
| Participation rate | 35.0% | 82.1%-47.1pp | 78.1%-43.1pp | 80.1%-45.1pp |
| Annual return | 12.81% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $953 | $4,810-80.2% | $4,305-77.9% | $4,299-77.8% |
| Participant deferral / active EE | $5,793 | $6,272-7.6% | $5,540+4.6% | $6,507-11.0% |
| Admin fee / account holder | $1,909 | $16,786-88.6% | $14,329-86.7% | $12,624-84.9% |