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 | $297,801 | $163,101+82.6% | $136,749+117.8% | $142,382+109.2% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 17.91% | 27.54%-9.6pp | 24.33%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,626 | $4,117-60.5% | $3,400-52.2% | $4,299-62.2% |
| Participant deferral / active EE | $4,698 | $5,585-15.9% | $4,692+0.1% | $6,507-27.8% |
| Admin fee / account holder | $3,305 | $14,318-76.9% | $11,386-71.0% | $12,624-73.8% |