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 | $625,193 | $60,022+941.6% | $88,946+602.9% | $84,808+637.2% |
| Participation rate | 69.2% | 57.8%+11.4pp | 68.8%+0.4pp | 68.3%+0.9pp |
| Annual return | 16.15% | 22.43%-6.3pp | 57.82%-41.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $7,133 | $1,703+318.9% | $2,555+179.2% | $2,631+171.1% |
| Participant deferral / active EE | $12,046 | $3,114+286.9% | $4,581+162.9% | $4,212+186.0% |
| Admin fee / account holder | $9,473 | $4,811+96.9% | $8,261+14.7% | $7,344+29.0% |