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 9-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 | $264,247 | $169,032+56.3% | $129,207+104.5% | $145,922+81.1% |
| Participation rate | 20.0% | 76.4%-56.4pp | 69.6%-49.6pp | 80.3%-60.3pp |
| Annual return | 11.29% | 14330.11%-14318.8pp | 9417.33%-9406.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $520 | $5,537-90.6% | $4,153-87.5% | $4,660-88.8% |
| Participant deferral / active EE | $6,000 | $4,987+20.3% | $4,168+44.0% | $6,688-10.3% |
| Admin fee / account holder | $1,037 | $9,954-89.6% | $7,715-86.6% | $13,397-92.3% |