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 | $301,895 | $94,338+220.0% | $100,534+200.3% | $142,382+112.0% |
| Participation rate | 69.2% | 81.7%-12.5pp | 80.6%-11.4pp | 80.1%-10.9pp |
| Annual return | 16.47% | 29.20%-12.7pp | 32.66%-16.2pp | 217.08%-200.6pp |
| Employer contribution / active EE | $5,683 | $4,237+34.1% | $4,346+30.7% | $4,299+32.2% |
| Participant deferral / active EE | $3,759 | $5,934-36.7% | $6,144-38.8% | $6,507-42.2% |
| Admin fee / account holder | $7,229 | $8,421-14.2% | $7,654-5.6% | $12,624-42.7% |