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 | $596,761 | $80,717+639.3% | $154,803+285.5% | $84,808+603.7% |
| Participation rate | 62.5% | 66.8%-4.3pp | 78.1%-15.6pp | 68.3%-5.8pp |
| Annual return | 14.64% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $19,453 | $2,761+604.5% | $4,305+351.8% | $2,631+639.4% |
| Participant deferral / active EE | $9,428 | $3,303+185.4% | $5,540+70.2% | $4,212+123.9% |
| Admin fee / account holder | $5,913 | $6,746-12.3% | $14,329-58.7% | $7,344-19.5% |