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 | $496,655 | $104,907+373.4% | $84,611+487.0% | $152,861+224.9% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 24.50% | 373.79%-349.3pp | 258.74%-234.2pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,530 | $3,302-23.4% | $2,652-4.6% | $4,762-46.9% |
| Participant deferral / active EE | $8,855 | $4,688+88.9% | $3,899+127.1% | $5,850+51.4% |
| Admin fee / account holder | $1,627 | $6,241-73.9% | $4,912-66.9% | $11,596-86.0% |