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 6-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 | $257,499 | $217,402+18.4% | $185,823+38.6% | $167,490+53.7% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 11.59% | 148.36%-136.8pp | 122.05%-110.5pp | 478.56%-467.0pp |
| Employer contribution / active EE | $9,406 | $5,873+60.2% | $5,167+82.0% | $4,837+94.4% |
| Participant deferral / active EE | $9,917 | $6,356+56.0% | $5,568+78.1% | $6,341+56.4% |
| Admin fee / account holder | $1,274 | $19,811-93.6% | $16,237-92.2% | $12,309-89.6% |