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 | $964,568 | $238,490+304.4% | $180,183+435.3% | $142,382+577.4% |
| Participation rate | 66.7% | 82.3%-15.6pp | 77.4%-10.8pp | 80.1%-13.5pp |
| Annual return | 15.37% | 33.56%-18.2pp | 27.86%-12.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $9,582 | $6,143+56.0% | $5,039+90.2% | $4,299+122.9% |
| Participant deferral / active EE | $14,569 | $7,996+82.2% | $6,822+113.6% | $6,507+123.9% |
| Admin fee / account holder | $11,331 | $28,866-60.7% | $19,975-43.3% | $12,624-10.2% |