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 | $256,061 | $105,998+141.6% | $92,233+177.6% | $147,584+73.5% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 20.13% | 50.05%-29.9pp | 176.28%-156.1pp | 578.55%-558.4pp |
| Employer contribution / active EE | $885 | $4,333-79.6% | $3,679-75.9% | $4,876-81.8% |
| Participant deferral / active EE | $1,647 | $4,478-63.2% | $3,897-57.7% | $5,439-69.7% |
| Admin fee / account holder | $6,349 | $6,332+0.3% | $5,194+22.2% | $10,885-41.7% |