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 | $349,853 | $124,319+181.4% | $111,297+214.3% | $167,490+108.9% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 21.67% | 37.44%-15.8pp | 54.65%-33.0pp | 478.56%-456.9pp |
| Employer contribution / active EE | $1,213 | $3,435-64.7% | $2,731-55.6% | $4,837-74.9% |
| Participant deferral / active EE | $3,601 | $5,180-30.5% | $4,487-19.8% | $6,341-43.2% |
| Admin fee / account holder | $292,118 | $10,618+2651.2% | $7,964+3568.1% | $12,309+2273.2% |