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 | $313,629 | $217,402+44.3% | $185,823+68.8% | $167,490+87.3% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 14.00% | 148.36%-134.4pp | 122.05%-108.1pp | 478.56%-464.6pp |
| Employer contribution / active EE | $6,421 | $5,873+9.3% | $5,167+24.3% | $4,837+32.7% |
| Participant deferral / active EE | $5,624 | $6,356-11.5% | $5,568+1.0% | $6,341-11.3% |
| Admin fee / account holder | $3,322 | $19,811-83.2% | $16,237-79.5% | $12,309-73.0% |