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 | $282,806 | $171,865+64.6% | $149,718+88.9% | $147,584+91.6% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 20.14% | 2113.22%-2093.1pp | 1501.63%-1481.5pp | 578.55%-558.4pp |
| Employer contribution / active EE | $3,501 | $6,275-44.2% | $5,445-35.7% | $4,876-28.2% |
| Participant deferral / active EE | $6,607 | $7,271-9.1% | $6,569+0.6% | $5,439+21.5% |
| Admin fee / account holder | $45,597 | $13,799+230.4% | $11,283+304.1% | $10,885+318.9% |