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 | $277,125 | $209,411+32.3% | $178,490+55.3% | $158,922+74.4% |
| Participation rate | 38.5% | 86.3%-47.9pp | 81.9%-43.5pp | 82.0%-43.5pp |
| Annual return | 12.21% | 188.75%-176.5pp | 151.07%-138.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,644 | $5,706-53.7% | $5,011-47.2% | $4,761-44.5% |
| Participant deferral / active EE | $6,182 | $5,954+3.8% | $5,202+18.9% | $5,982+3.3% |
| Admin fee / account holder | $2,603 | $17,074-84.8% | $13,984-81.4% | $11,246-76.9% |