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 | $347,047 | $109,413+217.2% | $156,263+122.1% | $84,808+309.2% |
| Participation rate | 55.9% | 72.7%-16.8pp | 78.9%-23.0pp | 68.3%-12.4pp |
| Annual return | 13.24% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,415 | $2,907-51.3% | $4,333-67.4% | $2,631-46.2% |
| Participant deferral / active EE | $6,599 | $4,590+43.8% | $6,158+7.2% | $4,212+56.7% |
| Admin fee / account holder | $38,076 | $9,357+306.9% | $14,255+167.1% | $7,344+418.5% |