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 | $408,953 | $110,261+270.9% | $95,745+327.1% | $139,434+193.3% |
| Participation rate | 40.0% | 75.8%-35.8pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 12.06% | 27.11%-15.1pp | 28.35%-16.3pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,983 | $3,257-8.4% | $2,835+5.2% | $4,751-37.2% |
| Participant deferral / active EE | $7,090 | $4,676+51.6% | $4,245+67.0% | $6,710+5.7% |
| Admin fee / account holder | $824 | $6,613-87.5% | $5,678-85.5% | $11,403-92.8% |