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 | $286,794 | $114,381+150.7% | $107,525+166.7% | $142,382+101.4% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 16.16% | 242.71%-226.5pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $4,554 | $4,015+13.4% | $3,754+21.3% | $4,299+5.9% |
| Participant deferral / active EE | $13,151 | $5,564+136.4% | $5,116+157.1% | $6,507+102.1% |
| Admin fee / account holder | $202,446 | $9,860+1953.2% | $8,919+2169.9% | $12,624+1503.7% |