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 | $282,827 | $99,877+183.2% | $84,966+232.9% | $145,922+93.8% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 12.83% | 83.76%-70.9pp | 66.38%-53.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,747 | $3,231+15.9% | $2,727+37.4% | $4,660-19.6% |
| Participant deferral / active EE | $3,559 | $5,291-32.7% | $4,519-21.2% | $6,688-46.8% |
| Admin fee / account holder | $1,977 | $7,248-72.7% | $6,149-67.8% | $13,397-85.2% |