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 | $274,281 | $202,432+35.5% | $169,368+61.9% | $139,434+96.7% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 11.17% | 531.74%-520.6pp | 405.60%-394.4pp | 372.94%-361.8pp |
| Employer contribution / active EE | $12,341 | $4,692+163.0% | $4,013+207.5% | $4,751+159.8% |
| Participant deferral / active EE | $5,805 | $6,938-16.3% | $6,221-6.7% | $6,710-13.5% |
| Admin fee / account holder | $8,479 | $10,708-20.8% | $9,003-5.8% | $11,403-25.6% |