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 9-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 | $460,246 | $115,770+297.6% | $101,248+354.6% | $158,922+189.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 13.99% | 56.14%-42.1pp | 46.47%-32.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $4,927 | $4,175+18.0% | $3,660+34.6% | $4,761+3.5% |
| Participant deferral / active EE | $9,750 | $4,957+96.7% | $4,370+123.1% | $5,982+63.0% |
| Admin fee / account holder | $4,154 | $7,245-42.7% | $5,945-30.1% | $11,246-63.1% |