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 | $374,183 | $81,248+360.5% | $155,509+140.6% | $80,856+362.8% |
| Participation rate | 64.7% | 66.2%-1.5pp | 78.2%-13.5pp | 67.6%-2.9pp |
| Annual return | 16.64% | 33.31%-16.7pp | 64.67%-48.0pp | 35.59%-18.9pp |
| Employer contribution / active EE | $6,251 | $3,100+101.6% | $4,672+33.8% | $2,755+126.9% |
| Participant deferral / active EE | $4,488 | $3,452+30.0% | $5,626-20.2% | $4,296+4.5% |
| Admin fee / account holder | $3,946 | $7,997-50.7% | $15,912-75.2% | $6,918-43.0% |