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 | $285,680 | $102,604+178.4% | $86,188+231.5% | $139,434+104.9% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.0%-32.6pp | 80.3%-44.0pp |
| Annual return | 14.28% | 1922.51%-1908.2pp | 1168.45%-1154.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,862 | $3,032-38.6% | $2,380-21.8% | $4,751-60.8% |
| Participant deferral / active EE | $4,094 | $4,676-12.4% | $3,985+2.7% | $6,710-39.0% |
| Admin fee / account holder | $2,773 | $8,657-68.0% | $6,852-59.5% | $11,403-75.7% |