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 6-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 | $264,687 | $109,327+142.1% | $89,391+196.1% | $158,922+66.6% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.0%-39.4pp | 82.0%-53.4pp |
| Annual return | 8.85% | 345.68%-336.8pp | 245.62%-236.8pp | 302.83%-294.0pp |
| Employer contribution / active EE | $323 | $3,170-89.8% | $2,586-87.5% | $4,761-93.2% |
| Participant deferral / active EE | $7,143 | $4,598+55.3% | $3,890+83.6% | $5,982+19.4% |
| Admin fee / account holder | $7,532 | $6,153+22.4% | $4,881+54.3% | $11,246-33.0% |