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 | $299,725 | $83,902+257.2% | $167,512+78.9% | $84,808+253.4% |
| Participation rate | 32.0% | 66.5%-34.5pp | 77.1%-45.1pp | 68.3%-36.3pp |
| Annual return | 13.39% | 91.55%-78.2pp | 1615.79%-1602.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $895 | $2,264-60.5% | $3,882-76.9% | $2,631-66.0% |
| Participant deferral / active EE | $3,281 | $4,442-26.2% | $6,405-48.8% | $4,212-22.1% |
| Admin fee / account holder | $44,652 | $7,915+464.1% | $9,769+357.1% | $7,344+508.0% |