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 | $299,836 | $177,572+68.9% | $154,803+93.7% | $142,382+110.6% |
| Participation rate | 31.3% | 82.1%-50.8pp | 78.1%-46.8pp | 80.1%-48.9pp |
| Annual return | 17.53% | 65.07%-47.5pp | 58.88%-41.4pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,198 | $4,810-75.1% | $4,305-72.2% | $4,299-72.1% |
| Participant deferral / active EE | $2,296 | $6,272-63.4% | $5,540-58.6% | $6,507-64.7% |
| Admin fee / account holder | $2,239 | $16,786-86.7% | $14,329-84.4% | $12,624-82.3% |