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 | $527,339 | $70,606+646.9% | $53,898+878.4% | $142,382+270.4% |
| Participation rate | 15.4% | 63.7%-48.3pp | 55.0%-39.6pp | 80.1%-64.7pp |
| Annual return | 19.06% | 619.81%-600.8pp | 528.60%-509.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,040 | $1,202+69.7% | $932+118.9% | $4,299-52.5% |
| Participant deferral / active EE | $3,615 | $2,364+52.9% | $1,826+98.0% | $6,507-44.4% |
| Admin fee / account holder | $723 | $2,852-74.7% | $2,491-71.0% | $12,624-94.3% |