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 | $461,533 | $176,056+162.2% | $159,436+189.5% | $167,490+175.6% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 11.90% | 331.75%-319.8pp | 263.57%-251.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $11,717 | $5,297+121.2% | $4,829+142.6% | $4,837+142.2% |
| Participant deferral / active EE | $31,024 | $7,750+300.3% | $7,352+322.0% | $6,341+389.2% |
| Admin fee / account holder | $343,150 | $12,554+2633.4% | $10,799+3077.7% | $12,309+2687.8% |