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 | $570,410 | $175,202+225.6% | $149,673+281.1% | $139,434+309.1% |
| Participation rate | 30.0% | 83.4%-53.4pp | 78.8%-48.8pp | 80.3%-50.3pp |
| Annual return | 11.00% | 166.71%-155.7pp | 134.42%-123.4pp | 372.94%-361.9pp |
| Employer contribution / active EE | $2,032 | $5,474-62.9% | $4,818-57.8% | $4,751-57.2% |
| Participant deferral / active EE | $6,067 | $6,519-6.9% | $5,680+6.8% | $6,710-9.6% |
| Admin fee / account holder | $4,467 | $16,150-72.3% | $13,210-66.2% | $11,403-60.8% |