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 | $319,955 | $83,477+283.3% | $125,175+155.6% | $72,985+338.4% |
| Participation rate | 63.6% | 73.3%-9.7pp | 79.8%-16.1pp | 69.5%-5.8pp |
| Annual return | 22.70% | 25.78%-3.1pp | 43.79%-21.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,578 | $2,345-32.7% | $3,865-59.2% | $2,440-35.3% |
| Participant deferral / active EE | $7,719 | $3,585+115.3% | $4,937+56.4% | $3,607+114.0% |
| Admin fee / account holder | $54,759 | $5,517+892.5% | $9,702+464.4% | $5,124+968.6% |