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 6-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 | $360,298 | $72,400+397.7% | $67,502+433.8% | $145,922+146.9% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 10.05% | 7182.46%-7172.4pp | 3512.12%-3502.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,450 | $3,069-20.2% | $2,731-10.3% | $4,660-47.4% |
| Participant deferral / active EE | $15,250 | $4,783+218.8% | $4,000+281.3% | $6,688+128.0% |
| Admin fee / account holder | $438,077 | $5,539+7809.4% | $3,998+10858.5% | $13,397+3170.0% |