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 | $293,976 | $89,355+229.0% | $141,162+108.3% | $72,985+302.8% |
| Participation rate | 67.7% | 75.1%-7.4pp | 82.5%-14.7pp | 69.5%-1.7pp |
| Annual return | 21.26% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $3,649 | $3,114+17.2% | $4,735-22.9% | $2,440+49.6% |
| Participant deferral / active EE | $7,406 | $5,418+36.7% | $6,709+10.4% | $3,607+105.3% |
| Admin fee / account holder | $1,632 | $5,958-72.6% | $10,261-84.1% | $5,124-68.1% |