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 | $334,800 | $107,334+211.9% | $92,893+260.4% | $152,861+119.0% |
| Participation rate | 52.9% | 79.8%-26.8pp | 76.0%-23.1pp | 82.4%-29.5pp |
| Annual return | 12.43% | 145.58%-133.1pp | 109.41%-97.0pp | 345.32%-332.9pp |
| Employer contribution / active EE | $7,737 | $4,221+83.3% | $3,653+111.8% | $4,762+62.5% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $57,195 | $7,079+707.9% | $5,794+887.2% | $11,596+393.2% |