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 | $413,070 | $133,922+208.4% | $116,228+255.4% | $142,382+190.1% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.6%-10.3pp | 80.1%-15.8pp |
| Annual return | 13.85% | 147.76%-133.9pp | 90.06%-76.2pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,696 | $3,446-21.8% | $2,994-10.0% | $4,299-37.3% |
| Participant deferral / active EE | $5,836 | $5,672+2.9% | $4,953+17.8% | $6,507-10.3% |
| Admin fee / account holder | $2,836 | $14,945-81.0% | $11,989-76.3% | $12,624-77.5% |