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 7-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 | $305,350 | $117,841+159.1% | $102,423+198.1% | $145,922+109.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 19.31% | 31.65%-12.3pp | 29.32%-10.0pp | 561.29%-542.0pp |
| Employer contribution / active EE | $6,900 | $3,615+90.9% | $3,023+128.2% | $4,660+48.1% |
| Participant deferral / active EE | $31,350 | $5,731+447.0% | $5,053+520.4% | $6,688+368.8% |
| Admin fee / account holder | $32,250 | $13,326+142.0% | $9,451+241.2% | $13,397+140.7% |