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 | $253,878 | $100,852+151.7% | $90,404+180.8% | $158,922+59.7% |
| Participation rate | 31.8% | 75.0%-43.2pp | 72.7%-40.9pp | 82.0%-50.1pp |
| Annual return | 13.28% | 1724.20%-1710.9pp | 1293.02%-1279.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $875 | $3,689-76.3% | $3,262-73.2% | $4,761-81.6% |
| Participant deferral / active EE | $3,771 | $4,348-13.3% | $3,963-4.8% | $5,982-37.0% |
| Admin fee / account holder | $1,492 | $6,501-77.1% | $5,611-73.4% | $11,246-86.7% |