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 3-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 | $749,064 | $88,751+744.0% | $81,812+815.6% | $145,922+413.3% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.3%-61.2pp | 80.3%-69.2pp |
| Annual return | 14.08% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $449 | $3,083-85.4% | $2,912-84.6% | $4,660-90.4% |
| Participant deferral / active EE | $3,389 | $4,643-27.0% | $4,319-21.5% | $6,688-49.3% |
| Admin fee / account holder | $5,824 | $8,415-30.8% | $7,386-21.2% | $13,397-56.5% |