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 | $319,609 | $104,974+204.5% | $95,585+234.4% | $142,382+124.5% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 15.83% | 210.33%-194.5pp | 38.56%-22.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $5,562 | $2,779+100.2% | $2,527+120.1% | $4,299+29.4% |
| Participant deferral / active EE | $8,620 | $4,352+98.1% | $4,023+114.3% | $6,507+32.5% |
| Admin fee / account holder | $2,218 | $6,386-65.3% | $6,127-63.8% | $12,624-82.4% |