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 | $365,870 | $77,899+369.7% | $149,673+144.4% | $75,163+386.8% |
| Participation rate | 60.0% | 65.6%-5.6pp | 78.8%-18.8pp | 67.2%-7.2pp |
| Annual return | 22.82% | 31.72%-8.9pp | 134.42%-111.6pp | 160.62%-137.8pp |
| Employer contribution / active EE | $1,774 | $3,137-43.4% | $4,818-63.2% | $2,670-33.5% |
| Participant deferral / active EE | $6,196 | $3,411+81.7% | $5,680+9.1% | $4,125+50.2% |
| Admin fee / account holder | $12,747 | $5,956+114.0% | $13,210-3.5% | $5,651+125.6% |