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 | $269,397 | $105,126+156.3% | $94,646+184.6% | $139,434+93.2% |
| Participation rate | 62.5% | 82.4%-19.9pp | 80.8%-18.3pp | 80.3%-17.8pp |
| Annual return | 12.49% | 38.03%-25.5pp | 156.71%-144.2pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,738 | $4,106-57.7% | $3,672-52.7% | $4,751-63.4% |
| Participant deferral / active EE | $2,451 | $7,599-67.7% | $7,418-67.0% | $6,710-63.5% |
| Admin fee / account holder | $7,571 | $8,984-15.7% | $7,231+4.7% | $11,403-33.6% |