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 | $266,856 | $88,751+200.7% | $81,812+226.2% | $145,922+82.9% |
| Participation rate | 46.7% | 75.0%-28.4pp | 72.3%-25.7pp | 80.3%-33.6pp |
| Annual return | 17.39% | 1025.40%-1008.0pp | 773.79%-756.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,300 | $3,083-25.4% | $2,912-21.0% | $4,660-50.6% |
| Participant deferral / active EE | $9,353 | $4,643+101.4% | $4,319+116.6% | $6,688+39.9% |
| Admin fee / account holder | $10,809 | $8,415+28.4% | $7,386+46.3% | $13,397-19.3% |