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 | $284,941 | $96,484+195.3% | $75,886+275.5% | $152,861+86.4% |
| Participation rate | 64.3% | 76.2%-11.9pp | 69.3%-5.0pp | 82.4%-18.2pp |
| Annual return | 20.33% | 33.98%-13.7pp | 30.76%-10.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,303 | $3,309-60.6% | $2,500-47.9% | $4,762-72.6% |
| Participant deferral / active EE | $6,633 | $4,553+45.7% | $3,603+84.1% | $5,850+13.4% |
| Admin fee / account holder | $15,543 | $8,078+92.4% | $5,418+186.9% | $11,596+34.0% |