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 4-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 | $373,925 | $156,846+138.4% | $121,098+208.8% | $139,434+168.2% |
| Participation rate | 20.0% | 76.4%-56.4pp | 69.5%-49.5pp | 80.3%-60.3pp |
| Annual return | 13.73% | 1474.56%-1460.8pp | 985.75%-972.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $396 | $5,536-92.8% | $4,164-90.5% | $4,751-91.7% |
| Participant deferral / active EE | $688 | $4,844-85.8% | $4,080-83.1% | $6,710-89.7% |
| Admin fee / account holder | $4,429 | $6,946-36.2% | $5,644-21.5% | $11,403-61.2% |