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 | $257,727 | $108,919+136.6% | $100,391+156.7% | $145,922+76.6% |
| Participation rate | 57.1% | 82.9%-25.8pp | 81.5%-24.3pp | 80.3%-23.1pp |
| Annual return | 13.64% | 57.88%-44.2pp | 49.20%-35.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,858 | $4,419-35.3% | $3,942-27.5% | $4,660-38.7% |
| Participant deferral / active EE | $10,856 | $8,445+28.5% | $8,082+34.3% | $6,688+62.3% |
| Admin fee / account holder | $2,413 | $9,689-75.1% | $7,899-69.5% | $13,397-82.0% |