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 | $257,989 | $83,902+207.5% | $167,512+54.0% | $84,808+204.2% |
| Participation rate | 68.8% | 66.5%+2.3pp | 77.1%-8.3pp | 68.3%+0.4pp |
| Annual return | 14.04% | 91.55%-77.5pp | 1615.79%-1601.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,664 | $2,264+17.7% | $3,882-31.4% | $2,631+1.2% |
| Participant deferral / active EE | $5,816 | $4,442+30.9% | $6,405-9.2% | $4,212+38.1% |
| Admin fee / account holder | $8,684 | $7,915+9.7% | $9,769-11.1% | $7,344+18.2% |