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 | $586,153 | $202,318+189.7% | $172,739+239.3% | $152,861+283.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 13.04% | 1029.65%-1016.6pp | 802.84%-789.8pp | 345.32%-332.3pp |
| Employer contribution / active EE | $1,839 | $5,856-68.6% | $5,143-64.2% | $4,762-61.4% |
| Participant deferral / active EE | $11,150 | $5,948+87.5% | $5,198+114.5% | $5,850+90.6% |
| Admin fee / account holder | $47,238 | $17,109+176.1% | $13,954+238.5% | $11,596+307.3% |