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 | $328,981 | $112,881+191.4% | $90,951+261.7% | $158,922+107.0% |
| Participation rate | 25.0% | 74.7%-49.7pp | 69.0%-44.0pp | 82.0%-57.0pp |
| Annual return | 19.34% | 215.79%-196.5pp | 134.60%-115.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,481 | $4,128-15.7% | $3,373+3.2% | $5,982-41.8% |
| Admin fee / account holder | $9,086 | $8,041+13.0% | $5,959+52.5% | $11,246-19.2% |