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 | $276,433 | $117,983+134.3% | $101,794+171.6% | $142,382+94.1% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.2%-0.4pp | 80.1%-11.4pp |
| Annual return | 10.56% | 36.92%-26.4pp | 30.53%-20.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $6,339 | $2,773+128.6% | $2,289+176.9% | $4,299+47.4% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,702 | $10,433-83.7% | $8,777-80.6% | $12,624-86.5% |