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 | $393,718 | $99,877+294.2% | $84,966+363.4% | $145,922+169.8% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 11.42% | 83.76%-72.3pp | 66.38%-55.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,080 | $3,231-66.6% | $2,727-60.4% | $4,660-76.8% |
| Participant deferral / active EE | $2,841 | $5,291-46.3% | $4,519-37.1% | $6,688-57.5% |
| Admin fee / account holder | $71,264 | $7,248+883.2% | $6,149+1059.0% | $13,397+431.9% |