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 | $695,135 | $197,591+251.8% | $177,821+290.9% | $158,922+337.4% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 9.03% | 58.76%-49.7pp | 48.32%-39.3pp | 302.83%-293.8pp |
| Employer contribution / active EE | $6,544 | $6,697-2.3% | $5,918+10.6% | $4,761+37.4% |
| Participant deferral / active EE | $22,583 | $8,405+168.7% | $7,714+192.8% | $5,982+277.5% |
| Admin fee / account holder | $5,635 | $15,399-63.4% | $12,427-54.7% | $11,246-49.9% |