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 | $301,032 | $109,327+175.3% | $89,391+236.8% | $158,922+89.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 8.79% | 345.68%-336.9pp | 245.62%-236.8pp | 302.83%-294.0pp |
| Employer contribution / active EE | $19,063 | $3,170+501.4% | $2,586+637.3% | $4,761+300.4% |
| Participant deferral / active EE | $12,500 | $4,598+171.8% | $3,890+221.3% | $5,982+109.0% |
| Admin fee / account holder | $893 | $6,153-85.5% | $4,881-81.7% | $11,246-92.1% |