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 | $687,828 | $179,726+282.7% | $156,263+340.2% | $142,382+383.1% |
| Participation rate | 68.4% | 82.1%-13.7pp | 78.9%-10.5pp | 80.1%-11.7pp |
| Annual return | 13.91% | 77.86%-63.9pp | 59.47%-45.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,619 | $5,069-68.1% | $4,333-62.6% | $4,299-62.3% |
| Participant deferral / active EE | $7,467 | $6,956+7.3% | $6,158+21.2% | $6,507+14.7% |
| Admin fee / account holder | $127,080 | $17,272+635.7% | $14,255+791.5% | $12,624+906.7% |