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 | $267,350 | $91,552+192.0% | $133,956+99.6% | $79,858+234.8% |
| Participation rate | 45.7% | 73.3%-27.6pp | 79.8%-34.1pp | 69.6%-23.9pp |
| Annual return | 24.11% | 61.85%-37.7pp | 45.09%-21.0pp | 31.71%-7.6pp |
| Employer contribution / active EE | $1,275 | $2,384-46.5% | $3,919-67.5% | $2,471-48.4% |
| Participant deferral / active EE | $2,688 | $3,733-28.0% | $5,048-46.7% | $3,740-28.1% |
| Admin fee / account holder | $325 | $6,321-94.9% | $8,927-96.4% | $5,306-93.9% |