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 9-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 | $296,598 | $102,317+189.9% | $146,958+101.8% | $80,856+266.8% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.2%-13.7pp | 67.6%+0.8pp |
| Annual return | 15.43% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $5,440 | $3,713+46.5% | $4,933+10.3% | $2,755+97.5% |
| Participant deferral / active EE | $12,285 | $6,644+84.9% | $8,070+52.2% | $4,296+186.0% |
| Admin fee / account holder | $40,859 | $7,941+414.5% | $12,998+214.3% | $6,918+490.6% |