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 | $593,327 | $132,049+349.3% | $200,582+195.8% | $74,304+698.5% |
| Participation rate | 63.1% | 84.1%-21.0pp | 86.9%-23.8pp | 60.3%+2.8pp |
| Annual return | 16.82% | 22.22%-5.4pp | 42.33%-25.5pp | 29.43%-12.6pp |
| Employer contribution / active EE | $11,392 | $4,558+150.0% | $6,419+77.5% | $2,241+408.3% |
| Participant deferral / active EE | $13,863 | $7,213+92.2% | $9,331+48.6% | $3,767+268.0% |
| Admin fee / account holder | $17,184 | $2,405+614.6% | $16,305+5.4% | $2,969+478.8% |