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 | $306,648 | $148,978+105.8% | $200,582+52.9% | $84,808+261.6% |
| Participation rate | 68.4% | 84.2%-15.8pp | 86.9%-18.5pp | 68.3%+0.1pp |
| Annual return | 20.48% | 28.16%-7.7pp | 42.33%-21.9pp | 40.90%-20.4pp |
| Employer contribution / active EE | $6,837 | $4,815+42.0% | $6,419+6.5% | $2,631+159.9% |
| Participant deferral / active EE | $14,404 | $7,142+101.7% | $9,331+54.4% | $4,212+242.0% |
| Admin fee / account holder | $33,033 | $13,977+136.3% | $16,305+102.6% | $7,344+349.8% |