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 | $429,330 | $104,974+309.0% | $95,585+349.2% | $142,382+201.5% |
| Participation rate | 63.6% | 75.0%-11.3pp | 72.1%-8.4pp | 80.1%-16.5pp |
| Annual return | 16.68% | 210.33%-193.7pp | 38.56%-21.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,678 | $2,779-39.6% | $2,527-33.6% | $4,299-61.0% |
| Participant deferral / active EE | $7,116 | $4,352+63.5% | $4,023+76.9% | $6,507+9.4% |
| Admin fee / account holder | $1,492 | $6,386-76.6% | $6,127-75.7% | $12,624-88.2% |