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 | $775,112 | $108,919+611.6% | $100,391+672.1% | $145,922+431.2% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 11.68% | 57.88%-46.2pp | 49.20%-37.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $15,604 | $4,419+253.1% | $3,942+295.9% | $4,660+234.9% |
| Participant deferral / active EE | $8,590 | $8,445+1.7% | $8,082+6.3% | $6,688+28.4% |
| Admin fee / account holder | $19,999 | $9,689+106.4% | $7,899+153.2% | $13,397+49.3% |