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 | $264,073 | $72,400+264.7% | $67,502+291.2% | $145,922+81.0% |
| Participation rate | 58.3% | 76.9%-18.5pp | 72.9%-14.5pp | 80.3%-21.9pp |
| Annual return | 11.36% | 7182.46%-7171.1pp | 3512.12%-3500.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,774 | $3,069-9.6% | $2,731+1.6% | $4,660-40.5% |
| Participant deferral / active EE | $5,571 | $4,783+16.5% | $4,000+39.3% | $6,688-16.7% |
| Admin fee / account holder | $3,586 | $5,539-35.3% | $3,998-10.3% | $13,397-73.2% |