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 | $264,908 | $179,726+47.4% | $156,263+69.5% | $142,382+86.1% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.9%-9.7pp | 80.1%-10.9pp |
| Annual return | 15.70% | 77.86%-62.2pp | 59.47%-43.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,761 | $5,069-45.5% | $4,333-36.3% | $4,299-35.8% |
| Participant deferral / active EE | $13,757 | $6,956+97.8% | $6,158+123.4% | $6,507+111.4% |
| Admin fee / account holder | $8,466 | $17,272-51.0% | $14,255-40.6% | $12,624-32.9% |