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 | $495,829 | $109,817+351.5% | $98,442+403.7% | $167,490+196.0% |
| Participation rate | 20.0% | 75.8%-55.8pp | 73.3%-53.3pp | 82.1%-62.1pp |
| Annual return | 14.57% | 1956.69%-1942.1pp | 1492.73%-1478.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,145 | $3,224-64.5% | $2,960-61.3% | $4,837-76.3% |
| Participant deferral / active EE | $3,816 | $4,673-18.3% | $4,276-10.8% | $6,341-39.8% |
| Admin fee / account holder | $10,753 | $6,753+59.2% | $5,949+80.7% | $12,309-12.6% |