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 | $362,628 | $122,239+196.7% | $184,203+96.9% | $74,495+386.8% |
| Participation rate | 65.6% | 85.5%-19.9pp | 86.8%-21.2pp | 67.2%-1.6pp |
| Annual return | 14.96% | 19.95%-5.0pp | 28.81%-13.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $9,227 | $7,139+29.3% | $9,131+1.0% | $4,346+112.3% |
| Admin fee / account holder | $13,341 | $1,260+959.1% | $13,901-4.0% | $1,942+587.1% |