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 | $324,136 | $92,703+249.7% | $82,719+291.9% | $134,475+141.0% |
| Participation rate | 36.4% | 75.2%-38.8pp | 72.6%-36.2pp | 81.2%-44.9pp |
| Annual return | 3.61% | 944.92%-941.3pp | 701.18%-697.6pp | 417.96%-414.4pp |
| Employer contribution / active EE | $976 | $3,274-70.2% | $3,009-67.6% | $4,740-79.4% |
| Participant deferral / active EE | $1,316 | $4,802-72.6% | $4,395-70.0% | $6,400-79.4% |
| Admin fee / account holder | $172,115 | $5,983+2777.0% | $5,329+3129.9% | $11,426+1406.4% |