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 5-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 | $365,377 | $150,187+143.3% | $120,354+203.6% | $145,922+150.4% |
| Participation rate | 45.0% | 78.8%-33.8pp | 71.9%-26.9pp | 80.3%-35.3pp |
| Annual return | 13.31% | 154.07%-140.8pp | 107.15%-93.8pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,554 | $4,348-64.3% | $3,463-55.1% | $4,660-66.6% |
| Participant deferral / active EE | $5,777 | $6,173-6.4% | $4,991+15.7% | $6,688-13.6% |
| Admin fee / account holder | $13,537 | $12,207+10.9% | $9,423+43.7% | $13,397+1.0% |