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 | $298,534 | $109,327+173.1% | $89,391+234.0% | $158,922+87.8% |
| Participation rate | 38.5% | 74.3%-35.8pp | 68.0%-29.5pp | 82.0%-43.5pp |
| Annual return | 10.52% | 345.68%-335.2pp | 245.62%-235.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,431 | $3,170-54.9% | $2,586-44.7% | $4,761-69.9% |
| Participant deferral / active EE | $2,935 | $4,598-36.2% | $3,890-24.6% | $5,982-50.9% |
| Admin fee / account holder | $35,836 | $6,153+482.4% | $4,881+634.1% | $11,246+218.7% |