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 | $564,678 | $118,450+376.7% | $98,439+473.6% | $139,434+305.0% |
| Participation rate | 55.6% | 77.4%-21.9pp | 75.2%-19.6pp | 80.3%-24.8pp |
| Annual return | 20.35% | 18.94%+1.4pp | 21.16%-0.8pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,141 | $3,609-68.4% | $3,048-62.6% | $4,751-76.0% |
| Participant deferral / active EE | $7,057 | $5,392+30.9% | $4,738+49.0% | $6,710+5.2% |
| Admin fee / account holder | $2,732 | $14,026-80.5% | $8,948-69.5% | $11,403-76.0% |