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 | $295,388 | $111,724+164.4% | $93,606+215.6% | $145,922+102.4% |
| Participation rate | 23.1% | 74.2%-51.1pp | 68.7%-45.6pp | 80.3%-57.2pp |
| Annual return | 12.54% | 202.98%-190.4pp | 133.20%-120.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,338 | $3,090-56.7% | $2,420-44.7% | $4,660-71.3% |
| Participant deferral / active EE | $2,329 | $4,912-52.6% | $4,411-47.2% | $6,688-65.2% |
| Admin fee / account holder | $37,078 | $10,250+261.7% | $8,285+347.5% | $13,397+176.8% |