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 | $266,495 | $217,402+22.6% | $185,823+43.4% | $167,490+59.1% |
| Participation rate | 41.7% | 86.0%-44.4pp | 81.7%-40.0pp | 82.1%-40.4pp |
| Annual return | 18.55% | 148.36%-129.8pp | 122.05%-103.5pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,594 | $5,873-55.8% | $5,167-49.8% | $4,837-46.4% |
| Participant deferral / active EE | $5,616 | $6,356-11.6% | $5,568+0.9% | $6,341-11.4% |
| Admin fee / account holder | $2,889 | $19,811-85.4% | $16,237-82.2% | $12,309-76.5% |