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 | $396,838 | $111,724+255.2% | $93,606+323.9% | $145,922+172.0% |
| Participation rate | 35.7% | 74.2%-38.5pp | 68.7%-33.0pp | 80.3%-44.6pp |
| Annual return | 22.37% | 202.98%-180.6pp | 133.20%-110.8pp | 561.29%-538.9pp |
| Employer contribution / active EE | $1,710 | $3,090-44.7% | $2,420-29.3% | $4,660-63.3% |
| Participant deferral / active EE | $4,620 | $4,912-5.9% | $4,411+4.7% | $6,688-30.9% |
| Admin fee / account holder | $8,466 | $10,250-17.4% | $8,285+2.2% | $13,397-36.8% |