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 | $651,967 | $179,726+262.8% | $156,263+317.2% | $142,382+357.9% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.9%-42.5pp | 80.1%-43.8pp |
| Annual return | 13.42% | 77.86%-64.4pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,252 | $5,069-75.3% | $4,333-71.1% | $4,299-70.9% |
| Participant deferral / active EE | $3,236 | $6,956-53.5% | $6,158-47.5% | $6,507-50.3% |
| Admin fee / account holder | $51,150 | $17,272+196.1% | $14,255+258.8% | $12,624+305.2% |