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 | $261,876 | $100,773+159.9% | $88,946+194.4% | $142,382+83.9% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.8%-26.0pp | 80.1%-37.3pp |
| Annual return | 11.86% | 70.18%-58.3pp | 57.82%-46.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,200 | $2,918-58.9% | $2,555-53.0% | $4,299-72.1% |
| Participant deferral / active EE | $10,089 | $5,230+92.9% | $4,581+120.2% | $6,507+55.0% |
| Admin fee / account holder | $1,724 | $9,693-82.2% | $8,261-79.1% | $12,624-86.3% |