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 | $268,964 | $177,572+51.5% | $154,803+73.7% | $142,382+88.9% |
| Participation rate | 53.8% | 82.1%-28.2pp | 78.1%-24.2pp | 80.1%-26.3pp |
| Annual return | 16.93% | 65.07%-48.1pp | 58.88%-42.0pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,370 | $4,810-50.7% | $4,305-44.9% | $4,299-44.9% |
| Participant deferral / active EE | $5,863 | $6,272-6.5% | $5,540+5.8% | $6,507-9.9% |
| Admin fee / account holder | $50,123 | $16,786+198.6% | $14,329+249.8% | $12,624+297.1% |