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 | $537,040 | $99,877+437.7% | $84,966+532.1% | $145,922+268.0% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 12.81% | 83.76%-71.0pp | 66.38%-53.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $446 | $3,231-86.2% | $2,727-83.7% | $4,660-90.4% |
| Participant deferral / active EE | $4,357 | $5,291-17.6% | $4,519-3.6% | $6,688-34.8% |
| Admin fee / account holder | $170,719 | $7,248+2255.5% | $6,149+2676.5% | $13,397+1174.3% |