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 | $329,548 | $159,602+106.5% | $150,045+119.6% | $142,382+131.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 15.02% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,529 | $4,961-69.2% | $4,693-67.4% | $4,299-64.4% |
| Participant deferral / active EE | $12,687 | $8,310+52.7% | $7,997+58.6% | $6,507+95.0% |
| Admin fee / account holder | $23,070 | $14,846+55.4% | $13,435+71.7% | $12,624+82.8% |