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 | $323,254 | $109,881+194.2% | $150,045+115.4% | $84,808+281.2% |
| Participation rate | 65.3% | 76.1%-10.8pp | 82.3%-17.0pp | 68.3%-3.0pp |
| Annual return | 17.93% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $4,030 | $3,561+13.2% | $4,693-14.1% | $2,631+53.2% |
| Participant deferral / active EE | $9,451 | $6,636+42.4% | $7,997+18.2% | $4,212+124.4% |
| Admin fee / account holder | $3,470 | $8,568-59.5% | $13,435-74.2% | $7,344-52.8% |