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 5-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 | $496,849 | $95,266+421.5% | $82,389+503.1% | $142,382+249.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 19.11% | 25.74%-6.6pp | 28.67%-9.6pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,196 | $2,991+6.8% | $2,517+27.0% | $4,299-25.7% |
| Participant deferral / active EE | $7,175 | $4,809+49.2% | $4,155+72.7% | $6,507+10.3% |
| Admin fee / account holder | $6,095 | $8,563-28.8% | $7,231-15.7% | $12,624-51.7% |