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 | $510,559 | $162,781+213.6% | $133,956+281.1% | $158,922+221.3% |
| Participation rate | 61.5% | 83.2%-21.7pp | 79.8%-18.3pp | 82.0%-20.4pp |
| Annual return | 16.88% | 41.94%-25.1pp | 45.09%-28.2pp | 302.83%-285.9pp |
| Employer contribution / active EE | $9,872 | $4,975+98.4% | $3,919+151.9% | $4,761+107.4% |
| Participant deferral / active EE | $7,528 | $5,911+27.4% | $5,048+49.1% | $5,982+25.8% |
| Admin fee / account holder | $4,812 | $11,736-59.0% | $8,927-46.1% | $11,246-57.2% |