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 | $534,606 | $203,436+162.8% | $152,466+250.6% | $167,490+219.2% |
| Participation rate | 42.9% | 82.3%-39.5pp | 78.2%-35.3pp | 82.1%-39.2pp |
| Annual return | 10.96% | 13.80%-2.8pp | 757.33%-746.4pp | 478.56%-467.6pp |
| Employer contribution / active EE | $3,221 | $5,220-38.3% | $4,327-25.5% | $4,837-33.4% |
| Participant deferral / active EE | $3,896 | $6,716-42.0% | $5,820-33.1% | $6,341-38.6% |
| Admin fee / account holder | $564,893 | $22,506+2410.0% | $15,805+3474.1% | $12,309+4489.3% |