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 | $274,883 | $209,411+31.3% | $178,490+54.0% | $158,922+73.0% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 8.25% | 188.75%-180.5pp | 151.07%-142.8pp | 302.83%-294.6pp |
| Employer contribution / active EE | $4,213 | $5,706-26.2% | $5,011-15.9% | $4,761-11.5% |
| Participant deferral / active EE | $4,033 | $5,954-32.3% | $5,202-22.5% | $5,982-32.6% |
| Admin fee / account holder | $6,151 | $17,074-64.0% | $13,984-56.0% | $11,246-45.3% |