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 | $331,074 | $183,519+80.4% | $155,509+112.9% | $145,922+126.9% |
| Participation rate | 52.4% | 82.7%-30.3pp | 78.2%-25.8pp | 80.3%-27.9pp |
| Annual return | 9.37% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,809 | $5,313-65.9% | $4,672-61.3% | $4,660-61.2% |
| Participant deferral / active EE | $6,178 | $6,462-4.4% | $5,626+9.8% | $6,688-7.6% |
| Admin fee / account holder | $1,069 | $19,313-94.5% | $15,912-93.3% | $13,397-92.0% |