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 | $284,918 | $117,983+141.5% | $101,794+179.9% | $142,382+100.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 11.57% | 36.92%-25.3pp | 30.53%-19.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,962 | $2,773+6.8% | $2,289+29.4% | $4,299-31.1% |
| Participant deferral / active EE | $12,378 | $4,714+162.6% | $4,084+203.1% | $6,507+90.2% |
| Admin fee / account holder | $8,288 | $10,433-20.6% | $8,777-5.6% | $12,624-34.3% |