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 | $263,072 | $183,519+43.3% | $155,509+69.2% | $145,922+80.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 50.06% | 61.17%-11.1pp | 64.67%-14.6pp | 561.29%-511.2pp |
| Employer contribution / active EE | $2,140 | $5,313-59.7% | $4,672-54.2% | $4,660-54.1% |
| Participant deferral / active EE | $10,385 | $6,462+60.7% | $5,626+84.6% | $6,688+55.3% |
| Admin fee / account holder | $178,860 | $19,313+826.1% | $15,912+1024.1% | $13,397+1235.1% |