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 | $599,325 | $228,332+162.5% | $185,823+222.5% | $158,922+277.1% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 13.88% | 40.80%-26.9pp | 35.95%-22.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $5,129 | $4,967+3.3% | $4,087+25.5% | $4,761+7.7% |
| Participant deferral / active EE | $6,951 | $6,415+8.4% | $5,632+23.4% | $5,982+16.2% |
| Admin fee / account holder | $3,080 | $11,864-74.0% | $9,500-67.6% | $11,246-72.6% |