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 | $321,570 | $150,187+114.1% | $120,354+167.2% | $145,922+120.4% |
| Participation rate | 45.5% | 78.8%-33.3pp | 71.9%-26.5pp | 80.3%-34.8pp |
| Annual return | 12.61% | 154.07%-141.5pp | 107.15%-94.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,250 | $4,348-48.2% | $3,463-35.0% | $4,660-51.7% |
| Participant deferral / active EE | $4,042 | $6,173-34.5% | $4,991-19.0% | $6,688-39.6% |
| Admin fee / account holder | $9,670 | $12,207-20.8% | $9,423+2.6% | $13,397-27.8% |