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 | $364,953 | $106,543+242.5% | $91,220+300.1% | $134,475+171.4% |
| Participation rate | 57.1% | 76.8%-19.7pp | 73.2%-16.1pp | 81.2%-24.1pp |
| Annual return | 3.53% | 160.60%-157.1pp | 114.01%-110.5pp | 417.96%-414.4pp |
| Employer contribution / active EE | $1,800 | $3,331-46.0% | $2,850-36.9% | $4,740-62.0% |
| Participant deferral / active EE | $6,601 | $4,719+39.9% | $4,234+55.9% | $6,400+3.2% |
| Admin fee / account holder | $24,630 | $6,231+295.3% | $5,420+354.5% | $11,426+115.6% |