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 | $345,159 | $106,890+222.9% | $84,015+310.8% | $152,861+125.8% |
| Participation rate | 31.6% | 75.2%-43.7pp | 69.0%-37.4pp | 82.4%-50.9pp |
| Annual return | 18.26% | 104.99%-86.7pp | 71.31%-53.0pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,180 | $2,734-20.3% | $1,983+9.9% | $4,762-54.2% |
| Participant deferral / active EE | $5,819 | $4,011+45.1% | $3,239+79.7% | $5,850-0.5% |
| Admin fee / account holder | $20,050 | $8,285+142.0% | $6,101+228.6% | $11,596+72.9% |