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 9-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 | $271,555 | $81,248+234.2% | $155,509+74.6% | $80,856+235.8% |
| Participation rate | 63.9% | 66.2%-2.3pp | 78.2%-14.3pp | 67.6%-3.7pp |
| Annual return | 12.90% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $17,225 | $3,100+455.6% | $4,672+268.7% | $2,755+525.3% |
| Participant deferral / active EE | $28,478 | $3,452+725.1% | $5,626+406.2% | $4,296+562.9% |
| Admin fee / account holder | $102,367 | $7,997+1180.0% | $15,912+543.3% | $6,918+1379.7% |