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 | $256,184 | $106,584+140.4% | $101,326+152.8% | $142,382+79.9% |
| Participation rate | 68.8% | 82.7%-13.9pp | 81.5%-12.7pp | 80.1%-11.4pp |
| Annual return | 17.22% | 36.93%-19.7pp | 36.82%-19.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,511 | $3,956-11.3% | $3,665-4.2% | $4,299-18.3% |
| Participant deferral / active EE | $10,861 | $8,297+30.9% | $7,994+35.9% | $6,507+66.9% |
| Admin fee / account holder | $19,385 | $11,446+69.4% | $11,185+73.3% | $12,624+53.6% |