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 | $515,299 | $159,602+222.9% | $150,045+243.4% | $142,382+261.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 76.37% | 70.24%+6.1pp | 62.55%+13.8pp | 217.08%-140.7pp |
| Employer contribution / active EE | $22,833 | $4,961+360.3% | $4,693+386.5% | $4,299+431.1% |
| Participant deferral / active EE | $12,333 | $8,310+48.4% | $7,997+54.2% | $6,507+89.5% |
| Admin fee / account holder | $5,189 | $14,846-65.0% | $13,435-61.4% | $12,624-58.9% |