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 | $364,559 | $136,179+167.7% | $98,755+269.2% | $167,490+117.7% |
| Participation rate | 50.0% | 70.2%-20.2pp | 65.7%-15.7pp | 82.1%-32.1pp |
| Annual return | 11.65% | 67.53%-55.9pp | 49.91%-38.3pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,776 | $2,631-32.5% | $2,067-14.1% | $4,837-63.3% |
| Participant deferral / active EE | $13,000 | $3,716+249.9% | $3,035+328.3% | $6,341+105.0% |
| Admin fee / account holder | $2,210 | $5,031-56.1% | $4,076-45.8% | $12,309-82.0% |