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 | $302,926 | $73,933+309.7% | $96,683+213.3% | $75,163+303.0% |
| Participation rate | 68.4% | 66.4%+2.0pp | 74.3%-5.9pp | 67.2%+1.2pp |
| Annual return | 16.99% | 26.70%-9.7pp | 35.69%-18.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,913 | $2,928+33.7% | $3,737+4.7% | $2,670+46.6% |
| Participant deferral / active EE | $9,360 | $3,659+155.8% | $4,878+91.9% | $4,125+126.9% |
| Admin fee / account holder | $5,059 | $5,216-3.0% | $6,730-24.8% | $5,651-10.5% |