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 | $251,790 | $62,573+302.4% | $85,682+193.9% | $85,850+193.3% |
| Participation rate | 37.6% | 61.1%-23.5pp | 69.9%-32.2pp | 69.3%-31.7pp |
| Annual return | 16.06% | 23.77%-7.7pp | 21.49%-5.4pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,107 | $1,757+19.9% | $2,618-19.5% | $2,565-17.9% |
| Participant deferral / active EE | $2,098 | $2,802-25.1% | $3,923-46.5% | $3,952-46.9% |
| Admin fee / account holder | $15,546 | $4,640+235.0% | $6,873+126.2% | $6,260+148.3% |