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 | $284,323 | $100,852+181.9% | $90,404+214.5% | $158,922+78.9% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 16.84% | 1724.20%-1707.4pp | 1293.02%-1276.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,858 | $3,689-49.6% | $3,262-43.0% | $4,761-61.0% |
| Participant deferral / active EE | $4,591 | $4,348+5.6% | $3,963+15.8% | $5,982-23.2% |
| Admin fee / account holder | $2,527 | $6,501-61.1% | $5,611-55.0% | $11,246-77.5% |