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 | $503,345 | $133,922+275.9% | $116,228+333.1% | $142,382+253.5% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.6%-12.1pp | 80.1%-17.6pp |
| Annual return | 16.12% | 147.76%-131.6pp | 90.06%-73.9pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,176 | $3,446-36.8% | $2,994-27.3% | $4,299-49.4% |
| Participant deferral / active EE | $8,965 | $5,672+58.0% | $4,953+81.0% | $6,507+37.8% |
| Admin fee / account holder | $2,899 | $14,945-80.6% | $11,989-75.8% | $12,624-77.0% |