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 | $288,625 | $96,635+198.7% | $86,612+233.2% | $139,434+107.0% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 17.03% | 106.41%-89.4pp | 591.07%-574.0pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,951 | $3,263-40.2% | $3,022-35.5% | $4,751-58.9% |
| Participant deferral / active EE | $4,461 | $4,836-7.7% | $4,438+0.5% | $6,710-33.5% |
| Admin fee / account holder | $981 | $6,408-84.7% | $5,614-82.5% | $11,403-91.4% |