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 7-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 | $343,915 | $111,724+207.8% | $93,606+267.4% | $145,922+135.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 11.79% | 202.98%-191.2pp | 133.20%-121.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,556 | $3,090-49.6% | $2,420-35.7% | $4,660-66.6% |
| Participant deferral / active EE | $2,982 | $4,912-39.3% | $4,411-32.4% | $6,688-55.4% |
| Admin fee / account holder | $18,807 | $10,250+83.5% | $8,285+127.0% | $13,397+40.4% |