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 | $617,875 | $95,266+548.6% | $82,389+650.0% | $142,382+334.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 11.77% | 25.74%-14.0pp | 28.67%-16.9pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,868 | $2,991-37.5% | $2,517-25.8% | $4,299-56.5% |
| Participant deferral / active EE | $8,793 | $4,809+82.9% | $4,155+111.7% | $6,507+35.1% |
| Admin fee / account holder | $18,270 | $8,563+113.3% | $7,231+152.7% | $12,624+44.7% |