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 | $276,453 | $209,411+32.0% | $178,490+54.9% | $158,922+74.0% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 7.13% | 188.75%-181.6pp | 151.07%-143.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $1,500 | $5,706-73.7% | $5,011-70.1% | $4,761-68.5% |
| Participant deferral / active EE | $6,011 | $5,954+0.9% | $5,202+15.6% | $5,982+0.5% |
| Admin fee / account holder | $2,394 | $17,074-86.0% | $13,984-82.9% | $11,246-78.7% |