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 | $913,681 | $210,648+333.7% | $177,989+413.3% | $145,922+526.1% |
| Participation rate | 6.3% | 80.8%-74.5pp | 77.1%-70.8pp | 80.3%-74.0pp |
| Annual return | 25.99% | 385.86%-359.9pp | 294.48%-268.5pp | 561.29%-535.3pp |
| Employer contribution / active EE | $1,650 | $4,565-63.9% | $3,949-58.2% | $4,660-64.6% |
| Participant deferral / active EE | $1,875 | $6,958-73.1% | $6,276-70.1% | $6,688-72.0% |
| Admin fee / account holder | $649 | $12,013-94.6% | $10,363-93.7% | $13,397-95.2% |