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 | $752,155 | $192,717+290.3% | $142,449+428.0% | $139,434+439.4% |
| Participation rate | 66.7% | 81.5%-14.8pp | 76.8%-10.1pp | 80.3%-13.7pp |
| Annual return | 23.40% | 17.99%+5.4pp | 19.99%+3.4pp | 372.94%-349.5pp |
| Employer contribution / active EE | $9,806 | $5,806+68.9% | $4,847+102.3% | $4,751+106.4% |
| Participant deferral / active EE | $13,647 | $7,208+89.3% | $6,283+117.2% | $6,710+103.4% |
| Admin fee / account holder | $31,222 | $15,124+106.4% | $10,011+211.9% | $11,403+173.8% |