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 | $278,856 | $165,984+68.0% | $164,813+69.2% | $145,922+91.1% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.7pp |
| Annual return | 20.83% | 100.03%-79.2pp | 69.93%-49.1pp | 561.29%-540.5pp |
| Employer contribution / active EE | $2,177 | $5,273-58.7% | $4,341-49.8% | $4,660-53.3% |
| Participant deferral / active EE | $7,250 | $6,959+4.2% | $6,031+20.2% | $6,688+8.4% |
| Admin fee / account holder | $14,700 | $16,648-11.7% | $12,690+15.8% | $13,397+9.7% |