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 | $329,068 | $117,983+178.9% | $101,794+223.3% | $142,382+131.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 12.47% | 36.92%-24.4pp | 30.53%-18.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,679 | $2,773-39.4% | $2,289-26.6% | $4,299-60.9% |
| Participant deferral / active EE | $5,901 | $4,714+25.2% | $4,084+44.5% | $6,507-9.3% |
| Admin fee / account holder | $10,902 | $10,433+4.5% | $8,777+24.2% | $12,624-13.6% |