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 | $262,165 | $159,901+64.0% | $146,958+78.4% | $145,922+79.7% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 16.44% | 98.13%-81.7pp | 418.34%-401.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,919 | $5,286-44.8% | $4,933-40.8% | $4,660-37.3% |
| Participant deferral / active EE | $6,260 | $8,428-25.7% | $8,070-22.4% | $6,688-6.4% |
| Admin fee / account holder | $18,411 | $15,044+22.4% | $12,998+41.6% | $13,397+37.4% |