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 5-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 | $449,359 | $74,888+500.0% | $71,209+531.0% | $142,382+215.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 17.38% | 345.14%-327.8pp | 282.51%-265.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $23,250 | $2,854+714.6% | $2,721+754.5% | $4,299+440.8% |
| Participant deferral / active EE | $15,500 | $4,454+248.0% | $4,175+271.2% | $6,507+138.2% |
| Admin fee / account holder | $2,136 | $5,568-61.6% | $5,349-60.1% | $12,624-83.1% |