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 | $319,476 | $107,334+197.6% | $92,893+243.9% | $152,861+109.0% |
| Participation rate | 35.7% | 79.8%-44.1pp | 76.0%-40.3pp | 82.4%-46.7pp |
| Annual return | 21.46% | 145.58%-124.1pp | 109.41%-88.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,207 | $4,221-71.4% | $3,653-67.0% | $4,762-74.7% |
| Participant deferral / active EE | $4,634 | $4,845-4.3% | $4,236+9.4% | $5,850-20.8% |
| Admin fee / account holder | $2,097 | $7,079-70.4% | $5,794-63.8% | $11,596-81.9% |