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 | $265,306 | $117,983+124.9% | $101,794+160.6% | $142,382+86.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 20.57% | 36.92%-16.3pp | 30.53%-10.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,600 | $2,773-42.3% | $2,289-30.1% | $4,299-62.8% |
| Participant deferral / active EE | $3,505 | $4,714-25.6% | $4,084-14.2% | $6,507-46.1% |
| Admin fee / account holder | $3,209 | $10,433-69.2% | $8,777-63.4% | $12,624-74.6% |