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 | $259,107 | $175,202+47.9% | $149,673+73.1% | $139,434+85.8% |
| Participation rate | 53.3% | 83.4%-30.0pp | 78.8%-25.4pp | 80.3%-27.0pp |
| Annual return | 11.62% | 166.71%-155.1pp | 134.42%-122.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,450 | $5,474-73.5% | $4,818-69.9% | $4,751-69.5% |
| Participant deferral / active EE | $3,182 | $6,519-51.2% | $5,680-44.0% | $6,710-52.6% |
| Admin fee / account holder | $41,676 | $16,150+158.1% | $13,210+215.5% | $11,403+265.5% |