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 | $524,798 | $183,963+185.3% | $162,163+223.6% | $152,861+243.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 19.32% | 150.76%-131.4pp | 115.59%-96.3pp | 345.32%-326.0pp |
| Employer contribution / active EE | $4,375 | $6,371-31.3% | $5,614-22.1% | $4,762-8.1% |
| Participant deferral / active EE | $13,924 | $8,034+73.3% | $7,298+90.8% | $5,850+138.0% |
| Admin fee / account holder | $7,071 | $13,121-46.1% | $10,843-34.8% | $11,596-39.0% |