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 7-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 | $311,350 | $104,974+196.6% | $95,585+225.7% | $142,382+118.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 18.04% | 210.33%-192.3pp | 38.56%-20.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,369 | $2,779-14.7% | $2,527-6.2% | $4,299-44.9% |
| Participant deferral / active EE | $14,576 | $4,352+234.9% | $4,023+262.4% | $6,507+124.0% |
| Admin fee / account holder | $2,697 | $6,386-57.8% | $6,127-56.0% | $12,624-78.6% |