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 | $280,835 | $100,773+178.7% | $88,946+215.7% | $142,382+97.2% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 15.85% | 70.18%-54.3pp | 57.82%-42.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $5,119 | $2,918+75.5% | $2,555+100.4% | $4,299+19.1% |
| Participant deferral / active EE | $10,154 | $5,230+94.1% | $4,581+121.6% | $6,507+56.0% |
| Admin fee / account holder | $2,754 | $9,693-71.6% | $8,261-66.7% | $12,624-78.2% |