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 | $271,276 | $179,726+50.9% | $156,263+73.6% | $142,382+90.5% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.9%-21.8pp | 80.1%-23.0pp |
| Annual return | 11.90% | 77.86%-66.0pp | 59.47%-47.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,413 | $5,069-72.1% | $4,333-67.4% | $4,299-67.1% |
| Participant deferral / active EE | $9,123 | $6,956+31.2% | $6,158+48.1% | $6,507+40.2% |
| Admin fee / account holder | $362,588 | $17,272+1999.3% | $14,255+2443.6% | $12,624+2772.3% |