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 | $537,351 | $100,773+433.2% | $88,946+504.1% | $142,382+277.4% |
| Participation rate | 18.2% | 74.3%-56.1pp | 68.8%-50.7pp | 80.1%-61.9pp |
| Annual return | 658.97% | 70.18%+588.8pp | 57.82%+601.1pp | 217.08%+441.9pp |
| Employer contribution / active EE | $1,909 | $2,918-34.6% | $2,555-25.3% | $4,299-55.6% |
| Participant deferral / active EE | $5,295 | $5,230+1.2% | $4,581+15.6% | $6,507-18.6% |
| Admin fee / account holder | $1,737 | $9,693-82.1% | $8,261-79.0% | $12,624-86.2% |