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 | $369,272 | $104,974+251.8% | $95,585+286.3% | $142,382+159.4% |
| Participation rate | 58.3% | 75.0%-16.6pp | 72.1%-13.7pp | 80.1%-21.8pp |
| Annual return | 14.16% | 210.33%-196.2pp | 38.56%-24.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,002 | $2,779-27.9% | $2,527-20.8% | $4,299-53.4% |
| Participant deferral / active EE | $8,165 | $4,352+87.6% | $4,023+103.0% | $6,507+25.5% |
| Admin fee / account holder | $2,531 | $6,386-60.4% | $6,127-58.7% | $12,624-80.0% |