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 | $671,235 | $209,411+220.5% | $178,490+276.1% | $158,922+322.4% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 45.21% | 188.75%-143.5pp | 151.07%-105.9pp | 302.83%-257.6pp |
| Employer contribution / active EE | $4,083 | $5,706-28.4% | $5,011-18.5% | $4,761-14.2% |
| Participant deferral / active EE | $12,877 | $5,954+116.3% | $5,202+147.6% | $5,982+115.3% |
| Admin fee / account holder | $1,834 | $17,074-89.3% | $13,984-86.9% | $11,246-83.7% |