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 | $257,177 | $183,519+40.1% | $155,509+65.4% | $145,922+76.2% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 15.13% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,462 | $5,313-53.7% | $4,672-47.3% | $4,660-47.2% |
| Participant deferral / active EE | $5,652 | $6,462-12.5% | $5,626+0.5% | $6,688-15.5% |
| Admin fee / account holder | $43,845 | $19,313+127.0% | $15,912+175.5% | $13,397+227.3% |