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 | $1,142,331 | $183,519+522.5% | $155,509+634.6% | $145,922+682.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 16.33% | 61.17%-44.8pp | 64.67%-48.3pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,425 | $5,313-73.2% | $4,672-69.5% | $4,660-69.4% |
| Participant deferral / active EE | $13,250 | $6,462+105.0% | $5,626+135.5% | $6,688+98.1% |
| Admin fee / account holder | $788 | $19,313-95.9% | $15,912-95.0% | $13,397-94.1% |