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 | $1,024,889 | $179,726+470.2% | $156,263+555.9% | $142,382+619.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 11.35% | 77.86%-66.5pp | 59.47%-48.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $10,259 | $5,069+102.4% | $4,333+136.8% | $4,299+138.6% |
| Participant deferral / active EE | $8,206 | $6,956+18.0% | $6,158+33.2% | $6,507+26.1% |
| Admin fee / account holder | $55,234 | $17,272+219.8% | $14,255+287.5% | $12,624+337.5% |