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 | $441,657 | $127,065+247.6% | $113,168+290.3% | $142,382+210.2% |
| Participation rate | 63.2% | 79.2%-16.0pp | 76.6%-13.4pp | 80.1%-17.0pp |
| Annual return | 10.22% | 24.03%-13.8pp | 24.27%-14.0pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,405 | $3,442-30.1% | $2,975-19.2% | $4,299-44.1% |
| Participant deferral / active EE | $6,628 | $5,716+15.9% | $5,107+29.8% | $6,507+1.9% |
| Admin fee / account holder | $162,463 | $15,736+932.4% | $12,068+1246.3% | $12,624+1187.0% |