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 | $554,769 | $117,983+370.2% | $101,794+445.0% | $142,382+289.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 14.57% | 36.92%-22.3pp | 30.53%-16.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $5,483 | $2,773+97.8% | $2,289+139.6% | $4,299+27.5% |
| Participant deferral / active EE | $9,408 | $4,714+99.6% | $4,084+130.4% | $6,507+44.6% |
| Admin fee / account holder | $10,105 | $10,433-3.1% | $8,777+15.1% | $12,624-20.0% |