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 | $262,306 | $183,519+42.9% | $155,509+68.7% | $145,922+79.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 14.13% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,280 | $5,313-38.3% | $4,672-29.8% | $4,660-29.6% |
| Participant deferral / active EE | $11,394 | $6,462+76.3% | $5,626+102.5% | $6,688+70.4% |
| Admin fee / account holder | $9,080 | $19,313-53.0% | $15,912-42.9% | $13,397-32.2% |