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 | $368,170 | $185,822+98.1% | $169,993+116.6% | $139,434+164.0% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 12.61% | 60.50%-47.9pp | 53.37%-40.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,901 | $7,590-61.8% | $6,785-57.2% | $4,751-38.9% |
| Participant deferral / active EE | $9,045 | $11,622-22.2% | $10,408-13.1% | $6,710+34.8% |
| Admin fee / account holder | $1,373 | $15,381-91.1% | $12,815-89.3% | $11,403-88.0% |