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 | $853,221 | $217,402+292.5% | $185,823+359.2% | $167,490+409.4% |
| Participation rate | 61.5% | 86.0%-24.5pp | 81.7%-20.2pp | 82.1%-20.6pp |
| Annual return | 14.81% | 148.36%-133.5pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $14,276 | $5,873+143.1% | $5,167+176.3% | $4,837+195.1% |
| Participant deferral / active EE | $8,385 | $6,356+31.9% | $5,568+50.6% | $6,341+32.2% |
| Admin fee / account holder | $17,148 | $19,811-13.4% | $16,237+5.6% | $12,309+39.3% |