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 | $429,513 | $209,411+105.1% | $178,490+140.6% | $158,922+170.3% |
| Participation rate | 41.7% | 86.3%-44.7pp | 81.9%-40.3pp | 82.0%-40.3pp |
| Annual return | 17.83% | 188.75%-170.9pp | 151.07%-133.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,301 | $5,706-42.1% | $5,011-34.1% | $4,761-30.7% |
| Participant deferral / active EE | $4,531 | $5,954-23.9% | $5,202-12.9% | $5,982-24.3% |
| Admin fee / account holder | $5,665 | $17,074-66.8% | $13,984-59.5% | $11,246-49.6% |