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 | $397,005 | $156,846+153.1% | $121,098+227.8% | $139,434+184.7% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 9.17% | 1474.56%-1465.4pp | 985.75%-976.6pp | 372.94%-363.8pp |
| Employer contribution / active EE | $30,602 | $5,536+452.8% | $4,164+635.0% | $4,751+544.1% |
| Participant deferral / active EE | $15,444 | $4,844+218.8% | $4,080+278.6% | $6,710+130.2% |
| Admin fee / account holder | $11,615 | $6,946+67.2% | $5,644+105.8% | $11,403+1.9% |