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 | $1,493,415 | $74,888+1894.2% | $71,209+1997.2% | $142,382+948.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 19.71% | 345.14%-325.4pp | 282.51%-262.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,750 | $2,854+66.4% | $2,721+74.6% | $4,299+10.5% |
| Participant deferral / active EE | $21,917 | $4,454+392.0% | $4,175+424.9% | $6,507+236.8% |
| Admin fee / account holder | $383 | $5,568-93.1% | $5,349-92.8% | $12,624-97.0% |