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 | $337,462 | $175,202+92.6% | $149,673+125.5% | $139,434+142.0% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 14.98% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,657 | $5,474-51.5% | $4,818-44.8% | $4,751-44.1% |
| Participant deferral / active EE | $5,087 | $6,519-22.0% | $5,680-10.4% | $6,710-24.2% |
| Admin fee / account holder | $402,336 | $16,150+2391.2% | $13,210+2945.7% | $11,403+3428.5% |