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 | $268,590 | $91,190+194.5% | $178,490+50.5% | $79,858+236.3% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 23.97% | 24.19%-0.2pp | 151.07%-127.1pp | 31.71%-7.7pp |
| Employer contribution / active EE | $1,796 | $3,256-44.8% | $5,011-64.1% | $2,471-27.3% |
| Participant deferral / active EE | $6,298 | $3,236+94.6% | $5,202+21.1% | $3,740+68.4% |
| Admin fee / account holder | $2,033 | $6,751-69.9% | $13,984-85.5% | $5,306-61.7% |