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 | $313,741 | $109,982+185.3% | $97,226+222.7% | $145,922+115.0% |
| Participation rate | 63.6% | 75.9%-12.3pp | 72.7%-9.1pp | 80.3%-16.6pp |
| Annual return | 15.93% | 242.90%-227.0pp | 75.13%-59.2pp | 561.29%-545.4pp |
| Employer contribution / active EE | $14,542 | $3,084+371.6% | $2,729+432.9% | $4,660+212.1% |
| Participant deferral / active EE | $10,818 | $4,676+131.4% | $4,264+153.7% | $6,688+61.8% |
| Admin fee / account holder | $628 | $6,221-89.9% | $5,654-88.9% | $13,397-95.3% |