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 7-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 | $486,861 | $74,888+550.1% | $71,209+583.7% | $142,382+241.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 14.33% | 345.14%-330.8pp | 282.51%-268.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,441 | $2,854+90.6% | $2,721+100.0% | $4,299+26.6% |
| Participant deferral / active EE | $11,613 | $4,454+160.7% | $4,175+178.1% | $6,507+78.5% |
| Admin fee / account holder | $11,406 | $5,568+104.8% | $5,349+113.2% | $12,624-9.6% |