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 | $372,802 | $114,381+225.9% | $107,525+246.7% | $142,382+161.8% |
| Participation rate | 23.5% | 78.1%-54.6pp | 75.1%-51.5pp | 80.1%-56.6pp |
| Annual return | 12.96% | 242.71%-229.7pp | 181.32%-168.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,844 | $4,015-54.1% | $3,754-50.9% | $4,299-57.1% |
| Participant deferral / active EE | $3,740 | $5,564-32.8% | $5,116-26.9% | $6,507-42.5% |
| Admin fee / account holder | $5,429 | $9,860-44.9% | $8,919-39.1% | $12,624-57.0% |