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 | $305,990 | $148,534+106.0% | $135,903+125.2% | $139,434+119.5% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 36.07% | 79.19%-43.1pp | 68.23%-32.2pp | 372.94%-336.9pp |
| Employer contribution / active EE | $1,067 | $5,243-79.6% | $4,856-78.0% | $4,751-77.5% |
| Participant deferral / active EE | $4,177 | $8,100-48.4% | $7,758-46.2% | $6,710-37.8% |
| Admin fee / account holder | $7,415 | $12,400-40.2% | $10,762-31.1% | $11,403-35.0% |