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 | $256,146 | $176,056+45.5% | $159,436+60.7% | $167,490+52.9% |
| Participation rate | 65.0% | 84.9%-19.9pp | 82.8%-17.8pp | 82.1%-17.1pp |
| Annual return | 17.85% | 331.75%-313.9pp | 263.57%-245.7pp | 478.56%-460.7pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $8,073 | $7,750+4.2% | $7,352+9.8% | $6,341+27.3% |
| Admin fee / account holder | $30,883 | $12,554+146.0% | $10,799+186.0% | $12,309+150.9% |