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 | $326,284 | $201,272+62.1% | $184,203+77.1% | $145,922+123.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 17.83% | 29.00%-11.2pp | 28.81%-11.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $2,715 | $7,022-61.3% | $6,427-57.8% | $4,660-41.7% |
| Participant deferral / active EE | $8,894 | $9,806-9.3% | $9,131-2.6% | $6,688+33.0% |
| Admin fee / account holder | $3,120 | $16,364-80.9% | $13,901-77.6% | $13,397-76.7% |