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 | $545,660 | $133,922+307.4% | $116,228+369.5% | $142,382+283.2% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.6%-49.6pp | 80.1%-55.1pp |
| Annual return | 12.82% | 147.76%-134.9pp | 90.06%-77.2pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,275 | $3,446+24.1% | $2,994+42.8% | $4,299-0.6% |
| Participant deferral / active EE | $6,609 | $5,672+16.5% | $4,953+33.4% | $6,507+1.6% |
| Admin fee / account holder | $43,069 | $14,945+188.2% | $11,989+259.2% | $12,624+241.2% |