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 | $360,067 | $81,625+341.1% | $58,482+515.7% | $139,434+158.2% |
| Participation rate | 57.1% | 61.3%-4.2pp | 50.9%+6.3pp | 80.3%-23.2pp |
| Annual return | 18.16% | 7404.20%-7386.0pp | 4239.32%-4221.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,117 | $1,398+51.4% | $1,053+101.0% | $4,751-55.4% |
| Participant deferral / active EE | $7,530 | $2,557+194.5% | $1,924+291.4% | $6,710+12.2% |
| Admin fee / account holder | $481 | $3,265-85.3% | $2,516-80.9% | $11,403-95.8% |