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 | $520,540 | $117,841+341.7% | $102,423+408.2% | $145,922+256.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.25% | 31.65%-20.4pp | 29.32%-18.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,709 | $3,615-52.7% | $3,023-43.5% | $4,660-63.3% |
| Participant deferral / active EE | $11,080 | $5,731+93.3% | $5,053+119.3% | $6,688+65.7% |
| Admin fee / account holder | $4,310 | $13,326-67.7% | $9,451-54.4% | $13,397-67.8% |