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 | $835,278 | $95,561+774.1% | $77,163+982.5% | $139,434+499.1% |
| Participation rate | 60.0% | 73.9%-13.9pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 24.79% | 54.92%-30.1pp | 37.87%-13.1pp | 372.94%-348.1pp |
| Employer contribution / active EE | $2,423 | $3,147-23.0% | $2,535-4.4% | $4,751-49.0% |
| Participant deferral / active EE | $12,938 | $4,624+179.8% | $3,833+237.5% | $6,710+92.8% |
| Admin fee / account holder | $1,853 | $8,295-77.7% | $5,472-66.1% | $11,403-83.7% |