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 | $268,585 | $117,841+127.9% | $102,423+162.2% | $145,922+84.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 14.17% | 31.65%-17.5pp | 29.32%-15.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,622 | $3,615-55.1% | $3,023-46.3% | $4,660-65.2% |
| Participant deferral / active EE | $6,204 | $5,731+8.3% | $5,053+22.8% | $6,688-7.2% |
| Admin fee / account holder | $16,292 | $13,326+22.3% | $9,451+72.4% | $13,397+21.6% |