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 | $514,075 | $179,726+186.0% | $156,263+229.0% | $142,382+261.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 10.31% | 77.86%-67.5pp | 59.47%-49.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $7,026 | $5,069+38.6% | $4,333+62.1% | $4,299+63.4% |
| Participant deferral / active EE | $13,376 | $6,956+92.3% | $6,158+117.2% | $6,507+105.6% |
| Admin fee / account holder | $19,027 | $17,272+10.2% | $14,255+33.5% | $12,624+50.7% |