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 | $635,449 | $157,256+304.1% | $141,162+350.2% | $152,861+315.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 25.47% | 64.32%-38.9pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $6,424 | $5,261+22.1% | $4,735+35.7% | $4,762+34.9% |
| Participant deferral / active EE | $10,157 | $7,109+42.9% | $6,709+51.4% | $5,850+73.6% |
| Admin fee / account holder | $5,184 | $12,120-57.2% | $10,261-49.5% | $11,596-55.3% |