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 5-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 | $279,535 | $176,056+58.8% | $159,436+75.3% | $167,490+66.9% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 16.38% | 331.75%-315.4pp | 263.57%-247.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $19,250 | $5,297+263.4% | $4,829+298.6% | $4,837+297.9% |
| Participant deferral / active EE | $13,000 | $7,750+67.7% | $7,352+76.8% | $6,341+105.0% |
| Admin fee / account holder | $2,838 | $12,554-77.4% | $10,799-73.7% | $12,309-76.9% |