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 | $285,016 | $107,452+165.3% | $91,541+211.4% | $142,382+100.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 30.04% | 22.06%+8.0pp | 20.50%+9.5pp | 217.08%-187.0pp |
| Employer contribution / active EE | $3,720 | $2,994+24.2% | $2,505+48.5% | $4,299-13.5% |
| Participant deferral / active EE | $12,659 | $4,754+166.3% | $4,008+215.9% | $6,507+94.5% |
| Admin fee / account holder | $2,370 | $8,834-73.2% | $6,956-65.9% | $12,624-81.2% |