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 | $281,891 | $175,202+60.9% | $149,673+88.3% | $139,434+102.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 20.73% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,260 | $5,474-58.7% | $4,818-53.1% | $4,751-52.4% |
| Participant deferral / active EE | $6,803 | $6,519+4.4% | $5,680+19.8% | $6,710+1.4% |
| Admin fee / account holder | $1,694 | $16,150-89.5% | $13,210-87.2% | $11,403-85.1% |