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 | $330,033 | $81,460+305.1% | $103,333+219.4% | $80,856+308.2% |
| Participation rate | 64.3% | 66.8%-2.6pp | 74.5%-10.2pp | 67.6%-3.4pp |
| Annual return | 16.88% | 25.55%-8.7pp | 24.88%-8.0pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,571 | $3,105-49.4% | $3,868-59.4% | $2,755-43.0% |
| Participant deferral / active EE | $6,945 | $3,869+79.5% | $5,057+37.3% | $4,296+61.7% |
| Admin fee / account holder | $5,592 | $6,566-14.8% | $8,355-33.1% | $6,918-19.2% |