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 | $281,978 | $62,573+350.6% | $85,682+229.1% | $85,850+228.5% |
| Participation rate | 66.2% | 61.1%+5.0pp | 69.9%-3.7pp | 69.3%-3.1pp |
| Annual return | 13.92% | 23.77%-9.8pp | 21.49%-7.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $2,338 | $1,757+33.1% | $2,618-10.7% | $2,565-8.9% |
| Participant deferral / active EE | $7,110 | $2,802+153.7% | $3,923+81.3% | $3,952+79.9% |
| Admin fee / account holder | $7,401 | $4,640+59.5% | $6,873+7.7% | $6,260+18.2% |