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 | $280,949 | $83,902+234.9% | $167,512+67.7% | $84,808+231.3% |
| Participation rate | 60.5% | 66.5%-6.0pp | 77.1%-16.6pp | 68.3%-7.8pp |
| Annual return | 24.85% | 91.55%-66.7pp | 1615.79%-1590.9pp | 40.90%-16.0pp |
| Employer contribution / active EE | $5,771 | $2,264+154.9% | $3,882+48.7% | $2,631+119.3% |
| Participant deferral / active EE | $7,029 | $4,442+58.2% | $6,405+9.8% | $4,212+66.9% |
| Admin fee / account holder | $35,100 | $7,915+343.5% | $9,769+259.3% | $7,344+378.0% |