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 | $265,072 | $27,915+849.6% | $58,482+353.3% | $75,163+252.7% |
| Participation rate | 11.3% | 38.8%-27.5pp | 50.9%-39.6pp | 67.2%-55.9pp |
| Annual return | 16.75% | 44.20%-27.5pp | 4239.32%-4222.6pp | 160.62%-143.9pp |
| Employer contribution / active EE | $362 | $669-45.9% | $1,053-65.6% | $2,670-86.4% |
| Participant deferral / active EE | $2,252 | $1,201+87.5% | $1,924+17.1% | $4,125-45.4% |
| Admin fee / account holder | $3,003 | $1,726+74.0% | $2,516+19.3% | $5,651-46.9% |