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 | $257,760 | $118,427+117.7% | $66,042+290.3% | $142,382+81.0% |
| Participation rate | 56.3% | 68.1%-11.9pp | 67.5%-11.3pp | 80.1%-23.9pp |
| Annual return | 11.60% | 35.57%-24.0pp | 52.11%-40.5pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,531 | $2,570-1.5% | $1,579+60.3% | $4,299-41.1% |
| Participant deferral / active EE | $8,336 | $4,311+93.4% | $2,835+194.0% | $6,507+28.1% |
| Admin fee / account holder | $83,586 | $9,593+771.3% | $5,747+1354.5% | $12,624+562.1% |