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 | $509,786 | $163,101+212.6% | $136,749+272.8% | $142,382+258.0% |
| Participation rate | 60.0% | 78.2%-18.2pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 13.03% | 27.54%-14.5pp | 24.33%-11.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,963 | $4,117-52.3% | $3,400-42.3% | $4,299-54.3% |
| Participant deferral / active EE | $7,721 | $5,585+38.2% | $4,692+64.5% | $6,507+18.6% |
| Admin fee / account holder | $10,591 | $14,318-26.0% | $11,386-7.0% | $12,624-16.1% |