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 | $396,862 | $79,449+399.5% | $189,557+109.4% | $85,850+362.3% |
| Participation rate | 61.5% | 66.0%-4.4pp | 78.4%-16.9pp | 69.3%-7.8pp |
| Annual return | 16.66% | 18.45%-1.8pp | 64.17%-47.5pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,916 | $2,081-7.9% | $4,412-56.6% | $2,565-25.3% |
| Participant deferral / active EE | $11,882 | $4,051+193.3% | $6,174+92.5% | $3,952+200.7% |
| Admin fee / account holder | $12,349 | $5,377+129.7% | $9,807+25.9% | $6,260+97.3% |