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 | $289,837 | $133,922+116.4% | $116,228+149.4% | $142,382+103.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.6%-74.6pp | 80.1%-80.1pp |
| Annual return | 10.16% | 147.76%-137.6pp | 90.06%-79.9pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,575 | $3,446-54.3% | $2,994-47.4% | $4,299-63.4% |
| Participant deferral / active EE | $6,329 | $5,672+11.6% | $4,953+27.8% | $6,507-2.7% |
| Admin fee / account holder | $54,644 | $14,945+265.6% | $11,989+355.8% | $12,624+332.9% |