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 | $381,286 | $107,334+255.2% | $92,893+310.5% | $152,861+149.4% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.4%-49.1pp |
| Annual return | 29.27% | 145.58%-116.3pp | 109.41%-80.1pp | 345.32%-316.1pp |
| Employer contribution / active EE | $1,955 | $4,221-53.7% | $3,653-46.5% | $4,762-59.0% |
| Participant deferral / active EE | $5,033 | $4,845+3.9% | $4,236+18.8% | $5,850-14.0% |
| Admin fee / account holder | $28,751 | $7,079+306.1% | $5,794+396.2% | $11,596+147.9% |