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 | $252,838 | $159,901+58.1% | $146,958+72.0% | $145,922+73.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 31.71% | 98.13%-66.4pp | 418.34%-386.6pp | 561.29%-529.6pp |
| Employer contribution / active EE | $2,013 | $5,286-61.9% | $4,933-59.2% | $4,660-56.8% |
| Participant deferral / active EE | $8,946 | $8,428+6.1% | $8,070+10.9% | $6,688+33.8% |
| Admin fee / account holder | $17,285 | $15,044+14.9% | $12,998+33.0% | $13,397+29.0% |