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 | $388,682 | $110,261+252.5% | $95,745+306.0% | $139,434+178.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 22.46% | 27.11%-4.7pp | 28.35%-5.9pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,287 | $3,257-60.5% | $2,835-54.6% | $4,751-72.9% |
| Participant deferral / active EE | $7,152 | $4,676+53.0% | $4,245+68.5% | $6,710+6.6% |
| Admin fee / account holder | $6,169 | $6,613-6.7% | $5,678+8.7% | $11,403-45.9% |