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 | $261,734 | $100,852+159.5% | $90,404+189.5% | $158,922+64.7% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.7%-28.2pp | 82.0%-37.5pp |
| Annual return | 10.62% | 1724.20%-1713.6pp | 1293.02%-1282.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,770 | $3,689-52.0% | $3,262-45.8% | $4,761-62.8% |
| Participant deferral / active EE | $4,262 | $4,348-2.0% | $3,963+7.5% | $5,982-28.8% |
| Admin fee / account holder | $62,480 | $6,501+861.1% | $5,611+1013.6% | $11,246+455.6% |