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 | $365,075 | $103,376+253.2% | $87,100+319.1% | $152,861+138.8% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 28.16% | 28.10%+0.1pp | 28.19%0pp | 345.32%-317.2pp |
| Employer contribution / active EE | $4,680 | $3,220+45.3% | $2,521+85.6% | $4,762-1.7% |
| Participant deferral / active EE | $8,970 | $4,778+87.7% | $4,049+121.6% | $5,850+53.3% |
| Admin fee / account holder | $2,352 | $12,205-80.7% | $7,497-68.6% | $11,596-79.7% |