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 | $392,437 | $95,266+311.9% | $82,389+376.3% | $142,382+175.6% |
| Participation rate | 68.4% | 74.5%-6.0pp | 69.5%-1.1pp | 80.1%-11.7pp |
| Annual return | 14.57% | 25.74%-11.2pp | 28.67%-14.1pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,336 | $2,991-21.9% | $2,517-7.2% | $4,299-45.7% |
| Participant deferral / active EE | $5,155 | $4,809+7.2% | $4,155+24.1% | $6,507-20.8% |
| Admin fee / account holder | $5,042 | $8,563-41.1% | $7,231-30.3% | $12,624-60.1% |