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 | $292,019 | $88,751+229.0% | $81,812+256.9% | $145,922+100.1% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.3%-10.8pp | 80.3%-18.7pp |
| Annual return | 16.30% | 1025.40%-1009.1pp | 773.79%-757.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,154 | $3,083-62.6% | $2,912-60.4% | $4,660-75.2% |
| Participant deferral / active EE | $3,587 | $4,643-22.7% | $4,319-16.9% | $6,688-46.4% |
| Admin fee / account holder | $11,883 | $8,415+41.2% | $7,386+60.9% | $13,397-11.3% |