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 | $622,558 | $202,318+207.7% | $172,739+260.4% | $152,861+307.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 13.91% | 1029.65%-1015.7pp | 802.84%-788.9pp | 345.32%-331.4pp |
| Employer contribution / active EE | $3,467 | $5,856-40.8% | $5,143-32.6% | $4,762-27.2% |
| Participant deferral / active EE | $12,000 | $5,948+101.7% | $5,198+130.9% | $5,850+105.1% |
| Admin fee / account holder | $1,158 | $17,109-93.2% | $13,954-91.7% | $11,596-90.0% |