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 | $499,912 | $148,534+236.6% | $135,903+267.8% | $139,434+258.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 18.49% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.5pp |
| Employer contribution / active EE | $5,012 | $5,243-4.4% | $4,856+3.2% | $4,751+5.5% |
| Participant deferral / active EE | $13,732 | $8,100+69.5% | $7,758+77.0% | $6,710+104.6% |
| Admin fee / account holder | $75,414 | $12,400+508.2% | $10,762+600.7% | $11,403+561.4% |