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 | $263,752 | $152,587+72.9% | $125,175+110.7% | $152,861+72.5% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 20.55% | 54.84%-34.3pp | 43.79%-23.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $3,248 | $4,946-34.3% | $3,865-16.0% | $4,762-31.8% |
| Participant deferral / active EE | $5,926 | $5,868+1.0% | $4,937+20.0% | $5,850+1.3% |
| Admin fee / account holder | $39,651 | $13,434+195.1% | $9,702+308.7% | $11,596+241.9% |