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 | $260,683 | $158,398+64.6% | $126,539+106.0% | $142,382+83.1% |
| Participation rate | 64.3% | 75.8%-11.5pp | 69.8%-5.5pp | 80.1%-15.8pp |
| Annual return | 18.23% | 593.76%-575.5pp | 425.95%-407.7pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,211 | $4,650-52.4% | $3,674-39.8% | $4,299-48.6% |
| Participant deferral / active EE | $6,918 | $4,767+45.1% | $4,083+69.5% | $6,507+6.3% |
| Admin fee / account holder | $1,402 | $6,918-79.7% | $6,065-76.9% | $12,624-88.9% |