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 | $327,393 | $99,877+227.8% | $84,966+285.3% | $145,922+124.4% |
| Participation rate | 68.8% | 74.1%-5.3pp | 67.5%+1.2pp | 80.3%-11.5pp |
| Annual return | 27.22% | 83.76%-56.5pp | 66.38%-39.2pp | 561.29%-534.1pp |
| Employer contribution / active EE | $849 | $3,231-73.7% | $2,727-68.9% | $4,660-81.8% |
| Participant deferral / active EE | $1,561 | $5,291-70.5% | $4,519-65.5% | $6,688-76.7% |
| Admin fee / account holder | $6,358 | $7,248-12.3% | $6,149+3.4% | $13,397-52.5% |