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 | $382,756 | $90,348+323.6% | $75,972+403.8% | $145,922+162.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 15.98% | 620.88%-604.9pp | 359.55%-343.6pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,624 | $3,311-20.7% | $2,685-2.3% | $4,660-43.7% |
| Participant deferral / active EE | $4,936 | $5,162-4.4% | $4,255+16.0% | $6,688-26.2% |
| Admin fee / account holder | $6,229 | $8,467-26.4% | $6,467-3.7% | $13,397-53.5% |