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 | $359,520 | $102,317+251.4% | $146,958+144.6% | $80,856+344.6% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.2%-17.9pp | 67.6%-3.4pp |
| Annual return | 61.88% | 134.76%-72.9pp | 418.34%-356.5pp | 35.59%+26.3pp |
| Employer contribution / active EE | $1,291 | $3,713-65.2% | $4,933-73.8% | $2,755-53.1% |
| Participant deferral / active EE | $10,410 | $6,644+56.7% | $8,070+29.0% | $4,296+142.3% |
| Admin fee / account holder | $58,611 | $7,941+638.1% | $12,998+350.9% | $6,918+747.2% |