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 | $425,209 | $177,572+139.5% | $154,803+174.7% | $142,382+198.6% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 26.33% | 65.07%-38.7pp | 58.88%-32.6pp | 217.08%-190.7pp |
| Employer contribution / active EE | $12,000 | $4,810+149.5% | $4,305+178.7% | $4,299+179.1% |
| Participant deferral / active EE | $9,009 | $6,272+43.6% | $5,540+62.6% | $6,507+38.4% |
| Admin fee / account holder | $23,537 | $16,786+40.2% | $14,329+64.3% | $12,624+86.4% |