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 | $579,210 | $89,698+545.7% | $103,476+459.8% | $80,856+616.3% |
| Participation rate | 69.2% | 76.0%-6.7pp | 80.5%-11.3pp | 67.6%+1.6pp |
| Annual return | 15.34% | 22.78%-7.4pp | 23.90%-8.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $18,988 | $4,018+372.5% | $4,672+306.4% | $2,755+589.3% |
| Participant deferral / active EE | $18,988 | $5,456+248.0% | $6,623+186.7% | $4,296+342.0% |
| Admin fee / account holder | $34,380 | $6,768+408.0% | $9,413+265.2% | $6,918+397.0% |