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 | $326,785 | $133,922+144.0% | $116,228+181.2% | $142,382+129.5% |
| Participation rate | 68.8% | 77.9%-9.1pp | 74.6%-5.8pp | 80.1%-11.4pp |
| Annual return | 18.30% | 147.76%-129.5pp | 90.06%-71.8pp | 217.08%-198.8pp |
| Employer contribution / active EE | $5,514 | $3,446+60.0% | $2,994+84.1% | $4,299+28.2% |
| Participant deferral / active EE | $13,214 | $5,672+133.0% | $4,953+166.8% | $6,507+103.1% |
| Admin fee / account holder | $861 | $14,945-94.2% | $11,989-92.8% | $12,624-93.2% |