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 | $765,486 | $106,584+618.2% | $101,326+655.5% | $142,382+437.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 15.79% | 36.93%-21.1pp | 36.82%-21.0pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,304 | $3,956-16.5% | $3,665-9.9% | $4,299-23.2% |
| Participant deferral / active EE | $11,661 | $8,297+40.5% | $7,994+45.9% | $6,507+79.2% |
| Admin fee / account holder | $20,163 | $11,446+76.2% | $11,185+80.3% | $12,624+59.7% |