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 | $426,838 | $117,983+261.8% | $101,794+319.3% | $142,382+199.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 18.64% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,474 | $2,773-10.8% | $2,289+8.1% | $4,299-42.4% |
| Participant deferral / active EE | $4,054 | $4,714-14.0% | $4,084-0.7% | $6,507-37.7% |
| Admin fee / account holder | $12,485 | $10,433+19.7% | $8,777+42.2% | $12,624-1.1% |