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 | $271,114 | $217,402+24.7% | $185,823+45.9% | $167,490+61.9% |
| Participation rate | 44.4% | 86.0%-41.6pp | 81.7%-37.3pp | 82.1%-37.7pp |
| Annual return | 11.40% | 148.36%-137.0pp | 122.05%-110.7pp | 478.56%-467.2pp |
| Employer contribution / active EE | $1,671 | $5,873-71.5% | $5,167-67.7% | $4,837-65.4% |
| Participant deferral / active EE | $5,708 | $6,356-10.2% | $5,568+2.5% | $6,341-10.0% |
| Admin fee / account holder | $9,043 | $19,811-54.4% | $16,237-44.3% | $12,309-26.5% |