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 | $283,188 | $114,381+147.6% | $107,525+163.4% | $142,382+98.9% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.1%-11.4pp | 80.1%-16.5pp |
| Annual return | 15.91% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,981 | $4,015-50.7% | $3,754-47.2% | $4,299-53.9% |
| Participant deferral / active EE | $5,463 | $5,564-1.8% | $5,116+6.8% | $6,507-16.0% |
| Admin fee / account holder | $26,040 | $9,860+164.1% | $8,919+192.0% | $12,624+106.3% |