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 9-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 | $258,883 | $183,519+41.1% | $155,509+66.5% | $145,922+77.4% |
| Participation rate | 26.7% | 82.7%-56.0pp | 78.2%-51.5pp | 80.3%-53.6pp |
| Annual return | 18.56% | 61.17%-42.6pp | 64.67%-46.1pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,926 | $5,313-63.7% | $4,672-58.8% | $4,660-58.7% |
| Participant deferral / active EE | $3,614 | $6,462-44.1% | $5,626-35.8% | $6,688-46.0% |
| Admin fee / account holder | $2,892 | $19,313-85.0% | $15,912-81.8% | $13,397-78.4% |