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 5-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 | $368,262 | $175,202+110.2% | $149,673+146.0% | $139,434+164.1% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 15.84% | 166.71%-150.9pp | 134.42%-118.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,392 | $5,474-74.6% | $4,818-71.1% | $4,751-70.7% |
| Participant deferral / active EE | $10,047 | $6,519+54.1% | $5,680+76.9% | $6,710+49.7% |
| Admin fee / account holder | $2,717 | $16,150-83.2% | $13,210-79.4% | $11,403-76.2% |