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 8-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 | $267,323 | $126,574+111.2% | $106,213+151.7% | $145,922+83.2% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 33.76% | 224.79%-191.0pp | 116.14%-82.4pp | 561.29%-527.5pp |
| Employer contribution / active EE | $5,000 | $3,730+34.0% | $3,171+57.7% | $4,660+7.3% |
| Participant deferral / active EE | $7,800 | $5,724+36.3% | $5,016+55.5% | $6,688+16.6% |
| Admin fee / account holder | $1,366 | $17,304-92.1% | $11,033-87.6% | $13,397-89.8% |