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 | $1,378,292 | $183,519+651.0% | $155,509+786.3% | $145,922+844.5% |
| Participation rate | 63.6% | 82.7%-19.0pp | 78.2%-14.5pp | 80.3%-16.6pp |
| Annual return | 21.62% | 61.17%-39.5pp | 64.67%-43.0pp | 561.29%-539.7pp |
| Employer contribution / active EE | $17,251 | $5,313+224.7% | $4,672+269.2% | $4,660+270.2% |
| Participant deferral / active EE | $13,439 | $6,462+108.0% | $5,626+138.9% | $6,688+100.9% |
| Admin fee / account holder | $21,491 | $19,313+11.3% | $15,912+35.1% | $13,397+60.4% |