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 | $450,399 | $179,726+150.6% | $156,263+188.2% | $142,382+216.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 14.74% | 77.86%-63.1pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,185 | $5,069-37.2% | $4,333-26.5% | $4,299-25.9% |
| Participant deferral / active EE | $5,733 | $6,956-17.6% | $6,158-6.9% | $6,507-11.9% |
| Admin fee / account holder | $103,364 | $17,272+498.4% | $14,255+625.1% | $12,624+718.8% |