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 | $318,800 | $179,726+77.4% | $156,263+104.0% | $142,382+123.9% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 10.79% | 77.86%-67.1pp | 59.47%-48.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,823 | $5,069-44.3% | $4,333-34.9% | $4,299-34.3% |
| Participant deferral / active EE | $8,661 | $6,956+24.5% | $6,158+40.6% | $6,507+33.1% |
| Admin fee / account holder | $4,995 | $17,272-71.1% | $14,255-65.0% | $12,624-60.4% |