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 | $320,834 | $137,414+133.5% | $189,513+69.3% | $85,850+273.7% |
| Participation rate | 50.7% | 84.6%-33.9pp | 87.8%-37.1pp | 69.3%-18.6pp |
| Annual return | 14.65% | 38.14%-23.5pp | 555.15%-540.5pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,931 | $4,344-32.5% | $6,162-52.4% | $2,565+14.3% |
| Participant deferral / active EE | $6,147 | $6,260-1.8% | $8,221-25.2% | $3,952+55.6% |
| Admin fee / account holder | $15,373 | $8,630+78.1% | $12,045+27.6% | $6,260+145.6% |