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 | $276,854 | $72,400+282.4% | $67,502+310.1% | $145,922+89.7% |
| Participation rate | 25.0% | 76.9%-51.9pp | 72.9%-47.9pp | 80.3%-55.3pp |
| Annual return | 10.28% | 7182.46%-7172.2pp | 3512.12%-3501.8pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,093 | $3,069-64.4% | $2,731-60.0% | $4,660-76.5% |
| Participant deferral / active EE | $1,489 | $4,783-68.9% | $4,000-62.8% | $6,688-77.7% |
| Admin fee / account holder | $13,956 | $5,539+152.0% | $3,998+249.1% | $13,397+4.2% |