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 6-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 | $255,607 | $109,327+133.8% | $89,391+185.9% | $158,922+60.8% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 12.78% | 345.68%-332.9pp | 245.62%-232.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,800 | $3,170-43.2% | $2,586-30.4% | $4,761-62.2% |
| Participant deferral / active EE | $10,000 | $4,598+117.5% | $3,890+157.1% | $5,982+67.2% |
| Admin fee / account holder | $326 | $6,153-94.7% | $4,881-93.3% | $11,246-97.1% |