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 | $290,858 | $100,773+188.6% | $88,946+227.0% | $142,382+104.3% |
| Participation rate | 36.8% | 74.3%-37.4pp | 68.8%-32.0pp | 80.1%-43.3pp |
| Annual return | 17.36% | 70.18%-52.8pp | 57.82%-40.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,261 | $2,918+11.8% | $2,555+27.6% | $4,299-24.1% |
| Participant deferral / active EE | $7,403 | $5,230+41.5% | $4,581+61.6% | $6,507+13.8% |
| Admin fee / account holder | $23,144 | $9,693+138.8% | $8,261+180.2% | $12,624+83.3% |