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 4-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 | $346,903 | $74,888+363.2% | $71,209+387.2% | $142,382+143.6% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.1%-38.5pp |
| Annual return | 15.15% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,509 | $2,854-47.1% | $2,721-44.5% | $4,299-64.9% |
| Participant deferral / active EE | $7,052 | $4,454+58.3% | $4,175+68.9% | $6,507+8.4% |
| Admin fee / account holder | $25,509 | $5,568+358.1% | $5,349+376.9% | $12,624+102.1% |