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 | $1,202,531 | $107,452+1019.1% | $91,541+1213.7% | $142,382+744.6% |
| Participation rate | 42.9% | 75.1%-32.2pp | 69.8%-26.9pp | 80.1%-37.3pp |
| Annual return | 16.44% | 22.06%-5.6pp | 20.50%-4.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,800 | $2,994-39.9% | $2,505-28.1% | $4,299-58.1% |
| Participant deferral / active EE | $9,603 | $4,754+102.0% | $4,008+139.6% | $6,507+47.6% |
| Admin fee / account holder | $2,746 | $8,834-68.9% | $6,956-60.5% | $12,624-78.2% |