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 5-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 | $301,524 | $99,877+201.9% | $84,966+254.9% | $145,922+106.6% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-38.9pp | 80.3%-51.7pp |
| Annual return | 8.92% | 83.76%-74.8pp | 66.38%-57.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $988 | $3,231-69.4% | $2,727-63.8% | $4,660-78.8% |
| Participant deferral / active EE | $2,060 | $5,291-61.1% | $4,519-54.4% | $6,688-69.2% |
| Admin fee / account holder | $494 | $7,248-93.2% | $6,149-92.0% | $13,397-96.3% |