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 | $316,578 | $159,901+98.0% | $146,958+115.4% | $145,922+117.0% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.2%-20.3pp | 80.3%-18.4pp |
| Annual return | 22.20% | 98.13%-75.9pp | 418.34%-396.1pp | 561.29%-539.1pp |
| Employer contribution / active EE | $3,842 | $5,286-27.3% | $4,933-22.1% | $4,660-17.6% |
| Participant deferral / active EE | $6,576 | $8,428-22.0% | $8,070-18.5% | $6,688-1.7% |
| Admin fee / account holder | $1,367 | $15,044-90.9% | $12,998-89.5% | $13,397-89.8% |