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 | $642,158 | $197,591+225.0% | $177,821+261.1% | $158,922+304.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 16.39% | 58.76%-42.4pp | 48.32%-31.9pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,137 | $6,697-68.1% | $5,918-63.9% | $4,761-55.1% |
| Participant deferral / active EE | $8,180 | $8,405-2.7% | $7,714+6.0% | $5,982+36.7% |
| Admin fee / account holder | $839 | $15,399-94.6% | $12,427-93.2% | $11,246-92.5% |