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 | $292,385 | $179,726+62.7% | $156,263+87.1% | $142,382+105.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 13.40% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,398 | $5,069-52.7% | $4,333-44.7% | $4,299-44.2% |
| Participant deferral / active EE | $8,332 | $6,956+19.8% | $6,158+35.3% | $6,507+28.0% |
| Admin fee / account holder | $15,665 | $17,272-9.3% | $14,255+9.9% | $12,624+24.1% |