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 | $284,917 | $117,841+141.8% | $102,423+178.2% | $145,922+95.3% |
| Participation rate | 61.5% | 78.6%-17.0pp | 76.5%-15.0pp | 80.3%-18.7pp |
| Annual return | 26.67% | 31.65%-5.0pp | 29.32%-2.7pp | 561.29%-534.6pp |
| Employer contribution / active EE | $4,432 | $3,615+22.6% | $3,023+46.6% | $4,660-4.9% |
| Participant deferral / active EE | $6,516 | $5,731+13.7% | $5,053+28.9% | $6,688-2.6% |
| Admin fee / account holder | $370 | $13,326-97.2% | $9,451-96.1% | $13,397-97.2% |