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 7-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 | $341,133 | $70,606+383.2% | $53,898+532.9% | $142,382+139.6% |
| Participation rate | 10.0% | 63.7%-53.7pp | 55.0%-45.0pp | 80.1%-70.1pp |
| Annual return | 21.18% | 619.81%-598.6pp | 528.60%-507.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $902 | $1,202-25.0% | $932-3.2% | $4,299-79.0% |
| Participant deferral / active EE | $3,050 | $2,364+29.0% | $1,826+67.0% | $6,507-53.1% |
| Admin fee / account holder | $4,360 | $2,852+52.9% | $2,491+75.0% | $12,624-65.5% |