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 | $339,508 | $109,327+210.5% | $89,391+279.8% | $158,922+113.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 11.01% | 345.68%-334.7pp | 245.62%-234.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $37,500 | $3,170+1083.1% | $2,586+1350.4% | $4,761+687.6% |
| Participant deferral / active EE | $21,667 | $4,598+371.2% | $3,890+457.0% | $5,982+262.2% |
| Admin fee / account holder | $214,201 | $6,153+3381.3% | $4,881+4288.1% | $11,246+1804.7% |