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 | $357,604 | $176,056+103.1% | $159,436+124.3% | $167,490+113.5% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 20.79% | 331.75%-311.0pp | 263.57%-242.8pp | 478.56%-457.8pp |
| Employer contribution / active EE | $3,867 | $5,297-27.0% | $4,829-19.9% | $4,837-20.1% |
| Participant deferral / active EE | $5,583 | $7,750-28.0% | $7,352-24.1% | $6,341-12.0% |
| Admin fee / account holder | $5,518 | $12,554-56.0% | $10,799-48.9% | $12,309-55.2% |