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 | $339,816 | $117,983+188.0% | $101,794+233.8% | $142,382+138.7% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.2%-13.6pp | 80.1%-24.6pp |
| Annual return | 13.79% | 36.92%-23.1pp | 30.53%-16.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,333 | $2,773+20.2% | $2,289+45.6% | $4,299-22.5% |
| Participant deferral / active EE | $5,883 | $4,714+24.8% | $4,084+44.1% | $6,507-9.6% |
| Admin fee / account holder | $8,654 | $10,433-17.1% | $8,777-1.4% | $12,624-31.4% |