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 | $482,530 | $95,266+406.5% | $82,389+485.7% | $142,382+238.9% |
| Participation rate | 43.8% | 74.5%-30.7pp | 69.5%-25.8pp | 80.1%-36.4pp |
| Annual return | 32.49% | 25.74%+6.8pp | 28.67%+3.8pp | 217.08%-184.6pp |
| Employer contribution / active EE | $1,882 | $2,991-37.1% | $2,517-25.2% | $4,299-56.2% |
| Participant deferral / active EE | $7,295 | $4,809+51.7% | $4,155+75.6% | $6,507+12.1% |
| Admin fee / account holder | $104,252 | $8,563+1117.4% | $7,231+1341.8% | $12,624+725.8% |