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 | $287,907 | $89,355+222.2% | $141,162+104.0% | $72,985+294.5% |
| Participation rate | 54.8% | 75.1%-20.3pp | 82.5%-27.6pp | 69.5%-14.6pp |
| Annual return | 22.30% | 111.85%-89.6pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $12,928 | $3,114+315.1% | $4,735+173.0% | $2,440+429.9% |
| Participant deferral / active EE | $9,854 | $5,418+81.9% | $6,709+46.9% | $3,607+173.2% |
| Admin fee / account holder | $14,775 | $5,958+148.0% | $10,261+44.0% | $5,124+188.3% |