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 | $369,376 | $150,187+145.9% | $120,354+206.9% | $145,922+153.1% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 21.95% | 154.07%-132.1pp | 107.15%-85.2pp | 561.29%-539.3pp |
| Employer contribution / active EE | $858 | $4,348-80.3% | $3,463-75.2% | $4,660-81.6% |
| Participant deferral / active EE | $5,572 | $6,173-9.7% | $4,991+11.6% | $6,688-16.7% |
| Admin fee / account holder | $532 | $12,207-95.6% | $9,423-94.4% | $13,397-96.0% |