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 | $298,470 | $165,335+80.5% | $149,696+99.4% | $158,922+87.8% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 21.95% | 348.15%-326.2pp | 276.60%-254.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,400 | $5,103-72.6% | $4,644-69.9% | $4,761-70.6% |
| Participant deferral / active EE | $6,152 | $7,181-14.3% | $6,842-10.1% | $5,982+2.8% |
| Admin fee / account holder | $1,695 | $10,807-84.3% | $9,309-81.8% | $11,246-84.9% |