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 | $418,707 | $156,846+167.0% | $121,098+245.8% | $139,434+200.3% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 13.22% | 1474.56%-1461.3pp | 985.75%-972.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,604 | $5,536-71.0% | $4,164-61.5% | $4,751-66.2% |
| Participant deferral / active EE | $7,281 | $4,844+50.3% | $4,080+78.5% | $6,710+8.5% |
| Admin fee / account holder | $654 | $6,946-90.6% | $5,644-88.4% | $11,403-94.3% |