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 | $292,781 | $109,982+166.2% | $97,226+201.1% | $145,922+100.6% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.1pp |
| Annual return | 7.61% | 242.90%-235.3pp | 75.13%-67.5pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,556 | $3,084-49.5% | $2,729-43.0% | $4,660-66.6% |
| Participant deferral / active EE | $2,858 | $4,676-38.9% | $4,264-33.0% | $6,688-57.3% |
| Admin fee / account holder | $91,876 | $6,221+1377.0% | $5,654+1525.1% | $13,397+585.8% |