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 | $384,079 | $78,422+389.8% | $95,952+300.3% | $79,858+381.0% |
| Participation rate | 56.4% | 73.5%-17.1pp | 77.1%-20.7pp | 69.6%-13.2pp |
| Annual return | 23.29% | 19.37%+3.9pp | 91.61%-68.3pp | 31.71%-8.4pp |
| Employer contribution / active EE | $1,943 | $1,945-0.1% | $2,541-23.5% | $2,471-21.4% |
| Participant deferral / active EE | $4,689 | $3,440+36.3% | $4,167+12.5% | $3,740+25.4% |
| Admin fee / account holder | $14,411 | $5,622+156.3% | $6,795+112.1% | $5,306+171.6% |