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 | $508,488 | $126,574+301.7% | $106,213+378.7% | $145,922+248.5% |
| Participation rate | 25.0% | 77.6%-52.6pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 20.93% | 224.79%-203.9pp | 116.14%-95.2pp | 561.29%-540.4pp |
| Employer contribution / active EE | $1,062 | $3,730-71.5% | $3,171-66.5% | $4,660-77.2% |
| Participant deferral / active EE | $5,986 | $5,724+4.6% | $5,016+19.3% | $6,688-10.5% |
| Admin fee / account holder | $3,623 | $17,304-79.1% | $11,033-67.2% | $13,397-73.0% |