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 | $513,566 | $106,515+382.2% | $96,683+431.2% | $139,434+268.3% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 18.41% | 38.43%-20.0pp | 35.69%-17.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,264 | $4,103-69.2% | $3,737-66.2% | $4,751-73.4% |
| Participant deferral / active EE | $8,634 | $5,454+58.3% | $4,878+77.0% | $6,710+28.7% |
| Admin fee / account holder | $4,475 | $7,877-43.2% | $6,730-33.5% | $11,403-60.8% |