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 | $496,662 | $102,966+382.4% | $90,281+450.1% | $152,861+224.9% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.4%-82.4pp |
| Annual return | 18.08% | 95.16%-77.1pp | 78.10%-60.0pp | 345.32%-327.2pp |
| Employer contribution / active EE | $16,088 | $3,139+412.6% | $2,854+463.6% | $4,762+237.8% |
| Participant deferral / active EE | $16,850 | $4,281+293.6% | $3,885+333.7% | $5,850+188.0% |
| Admin fee / account holder | $3,276 | $6,171-46.9% | $5,351-38.8% | $11,596-71.8% |