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 | $260,275 | $165,984+56.8% | $164,813+57.9% | $145,922+78.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 19.04% | 100.03%-81.0pp | 69.93%-50.9pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,287 | $5,273-75.6% | $4,341-70.4% | $4,660-72.4% |
| Participant deferral / active EE | $5,472 | $6,959-21.4% | $6,031-9.3% | $6,688-18.2% |
| Admin fee / account holder | $1,231 | $16,648-92.6% | $12,690-90.3% | $13,397-90.8% |