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 | $388,803 | $165,335+135.2% | $149,696+159.7% | $158,922+144.6% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 32.85% | 348.15%-315.3pp | 276.60%-243.8pp | 302.83%-270.0pp |
| Employer contribution / active EE | $17,354 | $5,103+240.1% | $4,644+273.7% | $4,761+264.5% |
| Participant deferral / active EE | $9,100 | $7,181+26.7% | $6,842+33.0% | $5,982+52.1% |
| Admin fee / account holder | $20,162 | $10,807+86.6% | $9,309+116.6% | $11,246+79.3% |