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 | $322,694 | $117,841+173.8% | $102,423+215.1% | $145,922+121.1% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 17.66% | 31.65%-14.0pp | 29.32%-11.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,853 | $3,615-21.1% | $3,023-5.6% | $4,660-38.8% |
| Participant deferral / active EE | $10,086 | $5,731+76.0% | $5,053+99.6% | $6,688+50.8% |
| Admin fee / account holder | $290,479 | $13,326+2079.8% | $9,451+2973.6% | $13,397+2068.2% |