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 | $391,998 | $74,888+423.4% | $71,209+450.5% | $142,382+175.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 19.48% | 345.14%-325.7pp | 282.51%-263.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,104 | $2,854-26.3% | $2,721-22.7% | $4,299-51.1% |
| Participant deferral / active EE | $9,676 | $4,454+117.2% | $4,175+131.8% | $6,507+48.7% |
| Admin fee / account holder | $7,886 | $5,568+41.6% | $5,349+47.4% | $12,624-37.5% |