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 | $262,432 | $179,726+46.0% | $156,263+67.9% | $142,382+84.3% |
| Participation rate | 47.6% | 82.1%-34.5pp | 78.9%-31.3pp | 80.1%-32.5pp |
| Annual return | 15.33% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,673 | $5,069-47.3% | $4,333-38.3% | $4,299-37.8% |
| Participant deferral / active EE | $4,505 | $6,956-35.2% | $6,158-26.9% | $6,507-30.8% |
| Admin fee / account holder | $1,283 | $17,272-92.6% | $14,255-91.0% | $12,624-89.8% |