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 | $309,954 | $83,902+269.4% | $167,512+85.0% | $84,808+265.5% |
| Participation rate | 65.5% | 66.5%-0.9pp | 77.1%-11.5pp | 68.3%-2.8pp |
| Annual return | 14.28% | 91.55%-77.3pp | 1615.79%-1601.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,875 | $2,264+71.2% | $3,882-0.2% | $2,631+47.3% |
| Participant deferral / active EE | $9,530 | $4,442+114.5% | $6,405+48.8% | $4,212+126.3% |
| Admin fee / account holder | $76,667 | $7,915+868.6% | $9,769+684.8% | $7,344+944.0% |