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 | $328,021 | $202,432+62.0% | $169,368+93.7% | $139,434+135.3% |
| Participation rate | 33.3% | 81.1%-47.7pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 14.42% | 531.74%-517.3pp | 405.60%-391.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,589 | $4,692-66.1% | $4,013-60.4% | $4,751-66.6% |
| Participant deferral / active EE | $4,638 | $6,938-33.2% | $6,221-25.5% | $6,710-30.9% |
| Admin fee / account holder | $4,480 | $10,708-58.2% | $9,003-50.2% | $11,403-60.7% |