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 | $664,708 | $102,604+547.8% | $86,188+671.2% | $139,434+376.7% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.0%-0.2pp | 80.3%-11.6pp |
| Annual return | 31.25% | 1922.51%-1891.3pp | 1168.45%-1137.2pp | 372.94%-341.7pp |
| Employer contribution / active EE | $2,562 | $3,032-15.5% | $2,380+7.6% | $4,751-46.1% |
| Participant deferral / active EE | $9,297 | $4,676+98.8% | $3,985+133.3% | $6,710+38.5% |
| Admin fee / account holder | $9,591 | $8,657+10.8% | $6,852+40.0% | $11,403-15.9% |