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 | $310,833 | $76,738+305.1% | $56,411+451.0% | $145,922+113.0% |
| Participation rate | 28.6% | 63.2%-34.6pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 20.66% | 2994.23%-2973.6pp | 1701.33%-1680.7pp | 561.29%-540.6pp |
| Employer contribution / active EE | $1,151 | $1,380-16.6% | $1,039+10.8% | $4,660-75.3% |
| Participant deferral / active EE | $2,715 | $2,623+3.5% | $1,952+39.1% | $6,688-59.4% |
| Admin fee / account holder | $3,356 | $3,334+0.7% | $2,829+18.7% | $13,397-74.9% |