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 | $279,402 | $105,998+163.6% | $92,233+202.9% | $147,584+89.3% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 70.20% | 50.05%+20.2pp | 176.28%-106.1pp | 578.55%-508.3pp |
| Employer contribution / active EE | $3,733 | $4,333-13.8% | $3,679+1.5% | $4,876-23.4% |
| Participant deferral / active EE | $8,143 | $4,478+81.8% | $3,897+109.0% | $5,439+49.7% |
| Admin fee / account holder | $63,911 | $6,332+909.3% | $5,194+1130.6% | $10,885+487.1% |