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 | $267,526 | $117,983+126.8% | $101,794+162.8% | $142,382+87.9% |
| Participation rate | 63.2% | 74.2%-11.1pp | 69.2%-6.0pp | 80.1%-17.0pp |
| Annual return | 14.08% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,718 | $2,773+34.1% | $2,289+62.4% | $4,299-13.5% |
| Participant deferral / active EE | $9,707 | $4,714+105.9% | $4,084+137.7% | $6,507+49.2% |
| Admin fee / account holder | $43,307 | $10,433+315.1% | $8,777+393.4% | $12,624+243.1% |