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 | $288,646 | $98,240+193.8% | $82,313+250.7% | $147,584+95.6% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 10.80% | 30.85%-20.1pp | 25.88%-15.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $3,984 | $3,192+24.8% | $2,428+64.1% | $4,876-18.3% |
| Participant deferral / active EE | $8,723 | $4,383+99.0% | $3,706+135.4% | $5,439+60.4% |
| Admin fee / account holder | $280,642 | $8,563+3177.4% | $5,608+4904.4% | $10,885+2478.2% |