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 | $393,920 | $227,553+73.1% | $189,557+107.8% | $167,490+135.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 16.53% | 78.40%-61.9pp | 64.17%-47.6pp | 478.56%-462.0pp |
| Employer contribution / active EE | $4,533 | $5,316-14.7% | $4,412+2.7% | $4,837-6.3% |
| Participant deferral / active EE | $17,333 | $7,002+147.5% | $6,174+180.8% | $6,341+173.3% |
| Admin fee / account holder | $3,085 | $11,878-74.0% | $9,807-68.5% | $12,309-74.9% |