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 | $390,815 | $210,648+85.5% | $177,989+119.6% | $145,922+167.8% |
| Participation rate | 38.5% | 80.8%-42.3pp | 77.1%-38.6pp | 80.3%-41.8pp |
| Annual return | 10.12% | 385.86%-375.7pp | 294.48%-284.4pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,135 | $4,565-75.1% | $3,949-71.3% | $4,660-75.6% |
| Participant deferral / active EE | $4,097 | $6,958-41.1% | $6,276-34.7% | $6,688-38.7% |
| Admin fee / account holder | $416,930 | $12,013+3370.7% | $10,363+3923.2% | $13,397+3012.1% |