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 | $355,997 | $165,335+115.3% | $149,696+137.8% | $158,922+124.0% |
| Participation rate | 27.8% | 84.6%-56.8pp | 82.5%-54.7pp | 82.0%-54.2pp |
| Annual return | 15.55% | 348.15%-332.6pp | 276.60%-261.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $3,571 | $5,103-30.0% | $4,644-23.1% | $4,761-25.0% |
| Participant deferral / active EE | $5,734 | $7,181-20.1% | $6,842-16.2% | $5,982-4.1% |
| Admin fee / account holder | $18,185 | $10,807+68.3% | $9,309+95.4% | $11,246+61.7% |