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 | $602,451 | $148,978+304.4% | $200,582+200.4% | $84,808+610.4% |
| Participation rate | 69.2% | 84.2%-15.0pp | 86.9%-17.7pp | 68.3%+0.9pp |
| Annual return | 39.38% | 28.16%+11.2pp | 42.33%-3.0pp | 40.90%-1.5pp |
| Employer contribution / active EE | $15,120 | $4,815+214.0% | $6,419+135.6% | $2,631+474.7% |
| Participant deferral / active EE | $21,058 | $7,142+194.8% | $9,331+125.7% | $4,212+400.0% |
| Admin fee / account holder | $38,517 | $13,977+175.6% | $16,305+136.2% | $7,344+424.5% |