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 | $436,050 | $177,572+145.6% | $154,803+181.7% | $142,382+206.3% |
| Participation rate | 52.2% | 82.1%-29.9pp | 78.1%-25.9pp | 80.1%-27.9pp |
| Annual return | 16.98% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,976 | $4,810-38.1% | $4,305-30.9% | $4,299-30.8% |
| Participant deferral / active EE | $6,780 | $6,272+8.1% | $5,540+22.4% | $6,507+4.2% |
| Admin fee / account holder | $4,330 | $16,786-74.2% | $14,329-69.8% | $12,624-65.7% |