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 | $259,096 | $217,402+19.2% | $185,823+39.4% | $167,490+54.7% |
| Participation rate | 58.8% | 86.0%-27.2pp | 81.7%-22.9pp | 82.1%-23.3pp |
| Annual return | 18.35% | 148.36%-130.0pp | 122.05%-103.7pp | 478.56%-460.2pp |
| Employer contribution / active EE | $10,226 | $5,873+74.1% | $5,167+97.9% | $4,837+111.4% |
| Participant deferral / active EE | $5,700 | $6,356-10.3% | $5,568+2.4% | $6,341-10.1% |
| Admin fee / account holder | $1,531 | $19,811-92.3% | $16,237-90.6% | $12,309-87.6% |