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 3-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 | $541,770 | $175,202+209.2% | $149,673+262.0% | $139,434+288.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 19.18% | 166.71%-147.5pp | 134.42%-115.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,500 | $5,474-54.3% | $4,818-48.1% | $4,751-47.4% |
| Participant deferral / active EE | $14,423 | $6,519+121.3% | $5,680+153.9% | $6,710+114.9% |
| Admin fee / account holder | $2,680 | $16,150-83.4% | $13,210-79.7% | $11,403-76.5% |