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 | $370,079 | $85,022+335.3% | $70,515+424.8% | $139,434+165.4% |
| Participation rate | 63.6% | 73.9%-10.3pp | 68.3%-4.7pp | 80.3%-16.7pp |
| Annual return | 21.19% | 30.38%-9.2pp | 32.77%-11.6pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,431 | $3,909-63.4% | $2,973-51.9% | $4,751-69.9% |
| Participant deferral / active EE | $6,706 | $5,890+13.9% | $4,567+46.8% | $6,710-0.1% |
| Admin fee / account holder | $1,927 | $8,906-78.4% | $6,412-69.9% | $11,403-83.1% |