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 | $510,052 | $70,606+622.4% | $53,898+846.3% | $142,382+258.2% |
| Participation rate | 61.9% | 63.7%-1.8pp | 55.0%+6.9pp | 80.1%-18.2pp |
| Annual return | 15.61% | 619.81%-604.2pp | 528.60%-513.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,554 | $1,202+112.5% | $932+174.1% | $4,299-40.6% |
| Participant deferral / active EE | $8,030 | $2,364+239.7% | $1,826+339.7% | $6,507+23.4% |
| Admin fee / account holder | $5,442 | $2,852+90.8% | $2,491+118.5% | $12,624-56.9% |