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 | $597,902 | $99,020+503.8% | $86,590+590.5% | $147,584+305.1% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 31.85% | 1312.34%-1280.5pp | 964.84%-933.0pp | 578.55%-546.7pp |
| Employer contribution / active EE | $1,811 | $3,132-42.2% | $2,839-36.2% | $4,876-62.9% |
| Participant deferral / active EE | $6,727 | $3,972+69.4% | $3,609+86.4% | $5,439+23.7% |
| Admin fee / account holder | $336 | $5,710-94.1% | $4,906-93.2% | $10,885-96.9% |