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 | $264,006 | $155,788+69.5% | $124,672+111.8% | $167,490+57.6% |
| Participation rate | 63.6% | 81.1%-17.5pp | 74.6%-11.0pp | 82.1%-18.5pp |
| Annual return | 13.30% | 17.97%-4.7pp | 5142.93%-5129.6pp | 478.56%-465.3pp |
| Employer contribution / active EE | $2,782 | $4,163-33.2% | $3,324-16.3% | $4,837-42.5% |
| Participant deferral / active EE | $5,914 | $5,673+4.3% | $4,614+28.2% | $6,341-6.7% |
| Admin fee / account holder | $119,283 | $9,531+1151.6% | $7,493+1492.0% | $12,309+869.1% |