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 | $331,634 | $127,386+160.3% | $115,037+188.3% | $125,391+164.5% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | 0.80% | 31.28%-30.5pp | 26.14%-25.3pp | 282.22%-281.4pp |
| Employer contribution / active EE | $3,059 | $5,166-40.8% | $4,608-33.6% | $4,866-37.1% |
| Participant deferral / active EE | $10,500 | $6,423+63.5% | $6,026+74.2% | $5,352+96.2% |
| Admin fee / account holder | $2,994 | $9,516-68.5% | $8,175-63.4% | $9,540-68.6% |