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 | $310,466 | $76,738+304.6% | $56,411+450.4% | $145,922+112.8% |
| Participation rate | 28.6% | 63.2%-34.6pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 5.74% | 2994.23%-2988.5pp | 1701.33%-1695.6pp | 561.29%-555.5pp |
| Employer contribution / active EE | $1,641 | $1,380+18.9% | $1,039+58.0% | $4,660-64.8% |
| Participant deferral / active EE | $8,000 | $2,623+205.0% | $1,952+309.9% | $6,688+19.6% |
| Admin fee / account holder | $3,569 | $3,334+7.0% | $2,829+26.1% | $13,397-73.4% |