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 | $489,628 | $175,202+179.5% | $149,673+227.1% | $139,434+251.2% |
| Participation rate | 68.2% | 83.4%-15.2pp | 78.8%-10.6pp | 80.3%-12.1pp |
| Annual return | 22.98% | 166.71%-143.7pp | 134.42%-111.4pp | 372.94%-350.0pp |
| Employer contribution / active EE | $6,128 | $5,474+12.0% | $4,818+27.2% | $4,751+29.0% |
| Participant deferral / active EE | $9,367 | $6,519+43.7% | $5,680+64.9% | $6,710+39.6% |
| Admin fee / account holder | $1,774 | $16,150-89.0% | $13,210-86.6% | $11,403-84.4% |