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 6-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 | $282,695 | $133,922+111.1% | $116,228+143.2% | $142,382+98.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 15.69% | 147.76%-132.1pp | 90.06%-74.4pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,831 | $3,446+40.2% | $2,994+61.3% | $4,299+12.4% |
| Participant deferral / active EE | $9,403 | $5,672+65.8% | $4,953+89.8% | $6,507+44.5% |
| Admin fee / account holder | $6,939 | $14,945-53.6% | $11,989-42.1% | $12,624-45.0% |