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 | $712,980 | $99,877+613.9% | $84,966+739.1% | $145,922+388.6% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 17.50% | 83.76%-66.3pp | 66.38%-48.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,932 | $3,231-40.2% | $2,727-29.2% | $4,660-58.5% |
| Participant deferral / active EE | $7,625 | $5,291+44.1% | $4,519+68.7% | $6,688+14.0% |
| Admin fee / account holder | $3,229 | $7,248-55.5% | $6,149-47.5% | $13,397-75.9% |