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 | $284,102 | $74,888+279.4% | $71,209+299.0% | $142,382+99.5% |
| Participation rate | 68.8% | 76.2%-7.5pp | 73.8%-5.0pp | 80.1%-11.4pp |
| Annual return | 17.71% | 345.14%-327.4pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,420 | $2,854-15.2% | $2,721-11.1% | $4,299-43.7% |
| Participant deferral / active EE | $6,948 | $4,454+56.0% | $4,175+66.4% | $6,507+6.8% |
| Admin fee / account holder | $15,960 | $5,568+186.6% | $5,349+198.4% | $12,624+26.4% |