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 | $310,435 | $175,202+77.2% | $149,673+107.4% | $139,434+122.6% |
| Participation rate | 63.6% | 83.4%-19.7pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 30.49% | 166.71%-136.2pp | 134.42%-103.9pp | 372.94%-342.5pp |
| Employer contribution / active EE | $1,489 | $5,474-72.8% | $4,818-69.1% | $4,751-68.7% |
| Participant deferral / active EE | $6,023 | $6,519-7.6% | $5,680+6.0% | $6,710-10.2% |
| Admin fee / account holder | $2,588 | $16,150-84.0% | $13,210-80.4% | $11,403-77.3% |