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 | $521,496 | $175,202+197.7% | $149,673+248.4% | $139,434+274.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 19.31% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $11,397 | $5,474+108.2% | $4,818+136.6% | $4,751+139.9% |
| Participant deferral / active EE | $8,167 | $6,519+25.3% | $5,680+43.8% | $6,710+21.7% |
| Admin fee / account holder | $3,251 | $16,150-79.9% | $13,210-75.4% | $11,403-71.5% |