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 | $485,317 | $109,982+341.3% | $97,226+399.2% | $145,922+232.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 39.82% | 242.90%-203.1pp | 75.13%-35.3pp | 561.29%-521.5pp |
| Employer contribution / active EE | $14,388 | $3,084+366.6% | $2,729+427.3% | $4,660+208.8% |
| Participant deferral / active EE | $12,438 | $4,676+166.0% | $4,264+191.7% | $6,688+86.0% |
| Admin fee / account holder | $18,319 | $6,221+194.5% | $5,654+224.0% | $13,397+36.7% |