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 | $1,058,180 | $108,919+871.5% | $100,391+954.1% | $145,922+625.2% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 12.57% | 57.88%-45.3pp | 49.20%-36.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $15,896 | $4,419+259.7% | $3,942+303.3% | $4,660+241.2% |
| Participant deferral / active EE | $9,010 | $8,445+6.7% | $8,082+11.5% | $6,688+34.7% |
| Admin fee / account holder | $9,345 | $9,689-3.6% | $7,899+18.3% | $13,397-30.2% |