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 | $301,846 | $176,056+71.4% | $159,436+89.3% | $167,490+80.2% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 17.20% | 331.75%-314.5pp | 263.57%-246.4pp | 478.56%-461.4pp |
| Employer contribution / active EE | $6,284 | $5,297+18.6% | $4,829+30.1% | $4,837+29.9% |
| Participant deferral / active EE | $15,167 | $7,750+95.7% | $7,352+106.3% | $6,341+139.2% |
| Admin fee / account holder | $21,368 | $12,554+70.2% | $10,799+97.9% | $12,309+73.6% |