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 | $329,242 | $108,172+204.4% | $77,482+324.9% | $158,922+107.2% |
| Participation rate | 61.1% | 64.4%-3.3pp | 54.2%+6.9pp | 82.0%-20.8pp |
| Annual return | 15.76% | 31.67%-15.9pp | 54.79%-39.0pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,020 | $1,325+52.5% | $986+104.8% | $4,761-57.6% |
| Participant deferral / active EE | $8,162 | $2,456+232.3% | $1,861+338.5% | $5,982+36.4% |
| Admin fee / account holder | $715 | $3,708-80.7% | $2,858-75.0% | $11,246-93.6% |