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 | $491,603 | $109,881+347.4% | $150,045+227.6% | $84,808+479.7% |
| Participation rate | 44.8% | 76.1%-31.3pp | 82.3%-37.5pp | 68.3%-23.5pp |
| Annual return | 15.11% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $8,921 | $3,561+150.5% | $4,693+90.1% | $2,631+239.1% |
| Participant deferral / active EE | $7,906 | $6,636+19.1% | $7,997-1.1% | $4,212+87.7% |
| Admin fee / account holder | $13,073 | $8,568+52.6% | $13,435-2.7% | $7,344+78.0% |