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 | $270,948 | $108,172+150.5% | $77,482+249.7% | $158,922+70.5% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 9.69% | 31.67%-22.0pp | 54.79%-45.1pp | 302.83%-293.1pp |
| Employer contribution / active EE | $855 | $1,325-35.5% | $986-13.3% | $4,761-82.0% |
| Participant deferral / active EE | $900 | $2,456-63.4% | $1,861-51.6% | $5,982-85.0% |
| Admin fee / account holder | $3,467 | $3,708-6.5% | $2,858+21.3% | $11,246-69.2% |