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 | $407,565 | $80,717+404.9% | $154,803+163.3% | $84,808+380.6% |
| Participation rate | 7.7% | 66.8%-59.1pp | 78.1%-70.4pp | 68.3%-60.6pp |
| Annual return | 164.47% | 37.96%+126.5pp | 58.88%+105.6pp | 40.90%+123.6pp |
| Employer contribution / active EE | $450 | $2,761-83.7% | $4,305-89.5% | $2,631-82.9% |
| Participant deferral / active EE | $931 | $3,303-71.8% | $5,540-83.2% | $4,212-77.9% |
| Admin fee / account holder | $840 | $6,746-87.5% | $14,329-94.1% | $7,344-88.6% |