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 | $466,378 | $70,606+560.5% | $53,898+765.3% | $142,382+227.6% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 11.22% | 619.81%-608.6pp | 528.60%-517.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $335 | $1,202-72.1% | $932-64.1% | $4,299-92.2% |
| Participant deferral / active EE | $440 | $2,364-81.4% | $1,826-75.9% | $6,507-93.2% |
| Admin fee / account holder | $39,598 | $2,852+1288.6% | $2,491+1489.8% | $12,624+213.7% |