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 | $545,302 | $92,703+488.2% | $82,719+559.2% | $134,475+305.5% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | 49.68% | 944.92%-895.2pp | 701.18%-651.5pp | 417.96%-368.3pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,400-100.0% |
| Admin fee / account holder | $404 | $5,983-93.2% | $5,329-92.4% | $11,426-96.5% |