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 | $293,618 | $105,856+177.4% | $285,549+2.8% | $116,875+151.2% |
| Participation rate | 24.0% | 68.4%-44.4pp | 83.2%-59.2pp | 74.5%-50.5pp |
| Annual return | 103.75% | 16.47%+87.3pp | 7.15%+96.6pp | 16.29%+87.5pp |
| Employer contribution / active EE | $2,079 | $2,968-29.9% | $5,022-58.6% | $3,288-36.8% |
| Participant deferral / active EE | $4,004 | $2,757+45.2% | $4,549-12.0% | $3,885+3.1% |
| Admin fee / account holder | $68,320 | $7,416+821.3% | $13,934+390.3% | $12,263+457.1% |