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 | $255,591 | $165,984+54.0% | $164,813+55.1% | $145,922+75.2% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-46.9pp |
| Annual return | 15.85% | 100.03%-84.2pp | 69.93%-54.1pp | 561.29%-545.4pp |
| Employer contribution / active EE | $5,360 | $5,273+1.6% | $4,341+23.5% | $4,660+15.0% |
| Participant deferral / active EE | $7,754 | $6,959+11.4% | $6,031+28.6% | $6,688+15.9% |
| Admin fee / account holder | $1,461 | $16,648-91.2% | $12,690-88.5% | $13,397-89.1% |