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 | $274,512 | $71,050+286.4% | $93,606+193.3% | $80,856+239.5% |
| Participation rate | 42.9% | 60.4%-17.6pp | 68.7%-25.9pp | 67.6%-24.8pp |
| Annual return | 12.19% | 11.26%+0.9pp | 133.20%-121.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,709 | $1,564+9.3% | $2,420-29.4% | $2,755-38.0% |
| Participant deferral / active EE | $4,700 | $4,034+16.5% | $4,411+6.6% | $4,296+9.4% |
| Admin fee / account holder | $28,673 | $6,945+312.9% | $8,285+246.1% | $6,918+314.5% |