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 | $259,146 | $91,538+183.1% | $129,995+99.4% | $75,163+244.8% |
| Participation rate | 65.5% | 71.4%-5.9pp | 78.5%-13.0pp | 67.2%-1.7pp |
| Annual return | 15.89% | -631.11%+647.0pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,058 | $2,845-27.7% | $4,320-52.4% | $2,670-22.9% |
| Participant deferral / active EE | $5,701 | $4,341+31.3% | $5,820-2.0% | $4,125+38.2% |
| Admin fee / account holder | $40,328 | $6,790+493.9% | $10,614+279.9% | $5,651+613.6% |