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 | $295,680 | $109,817+169.2% | $98,442+200.4% | $167,490+76.5% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 20.48% | 1956.69%-1936.2pp | 1492.73%-1472.2pp | 478.56%-458.1pp |
| Employer contribution / active EE | $772 | $3,224-76.0% | $2,960-73.9% | $4,837-84.0% |
| Participant deferral / active EE | $7,722 | $4,673+65.2% | $4,276+80.6% | $6,341+21.8% |
| Admin fee / account holder | $13,606 | $6,753+101.5% | $5,949+128.7% | $12,309+10.5% |