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 | $1,120,526 | $163,101+587.0% | $136,749+719.4% | $142,382+687.0% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 17.55% | 27.54%-10.0pp | 24.33%-6.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $863 | $4,117-79.0% | $3,400-74.6% | $4,299-79.9% |
| Participant deferral / active EE | $15,250 | $5,585+173.1% | $4,692+225.0% | $6,507+134.4% |
| Admin fee / account holder | $30,422 | $14,318+112.5% | $11,386+167.2% | $12,624+141.0% |