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 | $319,248 | $140,940+126.5% | $112,229+184.5% | $139,434+129.0% |
| Participation rate | 57.1% | 79.2%-22.0pp | 72.4%-15.3pp | 80.3%-23.2pp |
| Annual return | 12.92% | 32.71%-19.8pp | 30.20%-17.3pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,395 | $4,283-67.4% | $3,430-59.3% | $4,751-70.6% |
| Participant deferral / active EE | $6,263 | $5,874+6.6% | $4,798+30.5% | $6,710-6.7% |
| Admin fee / account holder | $29,685 | $9,954+198.2% | $7,748+283.1% | $11,403+160.3% |