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 | $287,426 | $228,332+25.9% | $185,823+54.7% | $158,922+80.9% |
| Participation rate | 63.6% | 82.3%-18.7pp | 78.0%-14.4pp | 82.0%-18.3pp |
| Annual return | 12.59% | 40.80%-28.2pp | 35.95%-23.4pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,695 | $4,967-45.7% | $4,087-34.1% | $4,761-43.4% |
| Participant deferral / active EE | $5,130 | $6,415-20.0% | $5,632-8.9% | $5,982-14.2% |
| Admin fee / account holder | $30,356 | $11,864+155.9% | $9,500+219.5% | $11,246+169.9% |