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 | $546,113 | $106,890+410.9% | $84,015+550.0% | $152,861+257.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 20.76% | 104.99%-84.2pp | 71.31%-50.5pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,720 | $2,734-0.5% | $1,983+37.1% | $4,762-42.9% |
| Participant deferral / active EE | $8,500 | $4,011+111.9% | $3,239+162.5% | $5,850+45.3% |
| Admin fee / account holder | $520 | $8,285-93.7% | $6,101-91.5% | $11,596-95.5% |