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 | $345,553 | $176,056+96.3% | $159,436+116.7% | $167,490+106.3% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 12.15% | 331.75%-319.6pp | 263.57%-251.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $2,366 | $5,297-55.3% | $4,829-51.0% | $4,837-51.1% |
| Participant deferral / active EE | $6,363 | $7,750-17.9% | $7,352-13.5% | $6,341+0.3% |
| Admin fee / account holder | $51,057 | $12,554+306.7% | $10,799+372.8% | $12,309+314.8% |