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 | $304,084 | $165,984+83.2% | $164,813+84.5% | $145,922+108.4% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 9.97% | 100.03%-90.1pp | 69.93%-60.0pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,601 | $5,273-31.7% | $4,341-17.0% | $4,660-22.7% |
| Participant deferral / active EE | $7,901 | $6,959+13.5% | $6,031+31.0% | $6,688+18.1% |
| Admin fee / account holder | $2,050 | $16,648-87.7% | $12,690-83.8% | $13,397-84.7% |