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 | $645,476 | $106,515+506.0% | $96,683+567.6% | $139,434+362.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.55% | 38.43%-20.9pp | 35.69%-18.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,168 | $4,103-22.8% | $3,737-15.2% | $4,751-33.3% |
| Participant deferral / active EE | $20,000 | $5,454+266.7% | $4,878+310.0% | $6,710+198.1% |
| Admin fee / account holder | $1,671 | $7,877-78.8% | $6,730-75.2% | $11,403-85.3% |