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 | $376,630 | $114,381+229.3% | $107,525+250.3% | $142,382+164.5% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.1%-5.8pp | 80.1%-10.9pp |
| Annual return | 24.01% | 242.71%-218.7pp | 181.32%-157.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $2,276 | $4,015-43.3% | $3,754-39.4% | $4,299-47.1% |
| Participant deferral / active EE | $10,013 | $5,564+80.0% | $5,116+95.7% | $6,507+53.9% |
| Admin fee / account holder | $20,571 | $9,860+108.6% | $8,919+130.7% | $12,624+63.0% |