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 | $281,801 | $111,754+152.2% | $103,333+172.7% | $145,922+93.1% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 13.53% | 24.77%-11.2pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $9,698 | $4,212+130.2% | $3,868+150.7% | $4,660+108.1% |
| Participant deferral / active EE | $24,774 | $5,619+340.9% | $5,057+389.9% | $6,688+270.4% |
| Admin fee / account holder | $328,860 | $9,750+3272.9% | $8,355+3836.2% | $13,397+2354.7% |