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 8-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 | $265,111 | $104,974+152.5% | $95,585+177.4% | $142,382+86.2% |
| Participation rate | 16.7% | 75.0%-58.3pp | 72.1%-55.4pp | 80.1%-63.5pp |
| Annual return | 14.70% | 210.33%-195.6pp | 38.56%-23.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $436 | $2,779-84.3% | $2,527-82.8% | $4,299-89.9% |
| Participant deferral / active EE | $1,429 | $4,352-67.2% | $4,023-64.5% | $6,507-78.0% |
| Admin fee / account holder | $7,460 | $6,386+16.8% | $6,127+21.7% | $12,624-40.9% |