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 5-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 | $277,995 | $150,187+85.1% | $120,354+131.0% | $145,922+90.5% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 20.96% | 154.07%-133.1pp | 107.15%-86.2pp | 561.29%-540.3pp |
| Employer contribution / active EE | $1,411 | $4,348-67.5% | $3,463-59.2% | $4,660-69.7% |
| Participant deferral / active EE | $4,452 | $6,173-27.9% | $4,991-10.8% | $6,688-33.4% |
| Admin fee / account holder | $1,188 | $12,207-90.3% | $9,423-87.4% | $13,397-91.1% |