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 | $653,971 | $202,318+223.2% | $172,739+278.6% | $152,861+327.8% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 26.09% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.2pp |
| Employer contribution / active EE | $8,744 | $5,856+49.3% | $5,143+70.0% | $4,762+83.6% |
| Participant deferral / active EE | $5,687 | $5,948-4.4% | $5,198+9.4% | $5,850-2.8% |
| Admin fee / account holder | $11,702 | $17,109-31.6% | $13,954-16.1% | $11,596+0.9% |