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 | $1,717,413 | $124,281+1281.9% | $109,143+1473.6% | $167,490+925.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 13.48% | 26.04%-12.6pp | 25.75%-12.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $4,067 | $4,207-3.3% | $3,722+9.3% | $4,837-15.9% |
| Participant deferral / active EE | $17,333 | $5,255+229.8% | $4,653+272.5% | $6,341+173.3% |
| Admin fee / account holder | $5,520 | $7,970-30.7% | $6,752-18.2% | $12,309-55.2% |