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 | $391,055 | $114,381+241.9% | $107,525+263.7% | $142,382+174.7% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.1%-16.7pp | 80.1%-21.8pp |
| Annual return | 18.36% | 242.71%-224.3pp | 181.32%-163.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,864 | $4,015-28.7% | $3,754-23.7% | $4,299-33.4% |
| Participant deferral / active EE | $8,668 | $5,564+55.8% | $5,116+69.4% | $6,507+33.2% |
| Admin fee / account holder | $26,378 | $9,860+167.5% | $8,919+195.8% | $12,624+109.0% |