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 | $460,932 | $228,332+101.9% | $185,823+148.0% | $158,922+190.0% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 28.95% | 40.80%-11.8pp | 35.95%-7.0pp | 302.83%-273.9pp |
| Employer contribution / active EE | $2,931 | $4,967-41.0% | $4,087-28.3% | $4,761-38.4% |
| Participant deferral / active EE | $10,486 | $6,415+63.5% | $5,632+86.2% | $5,982+75.3% |
| Admin fee / account holder | $96,429 | $11,864+712.8% | $9,500+915.0% | $11,246+757.5% |