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 | $586,862 | $177,572+230.5% | $154,803+279.1% | $142,382+312.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 22.12% | 65.07%-43.0pp | 58.88%-36.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $19,518 | $4,810+305.7% | $4,305+353.3% | $4,299+354.0% |
| Participant deferral / active EE | $12,552 | $6,272+100.1% | $5,540+126.5% | $6,507+92.9% |
| Admin fee / account holder | $3,272 | $16,786-80.5% | $14,329-77.2% | $12,624-74.1% |