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 | $299,195 | $202,432+47.8% | $169,368+76.7% | $139,434+114.6% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 13.70% | 531.74%-518.0pp | 405.60%-391.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,811 | $4,692-40.1% | $4,013-29.9% | $4,751-40.8% |
| Participant deferral / active EE | $15,000 | $6,938+116.2% | $6,221+141.1% | $6,710+123.5% |
| Admin fee / account holder | $2,135 | $10,708-80.1% | $9,003-76.3% | $11,403-81.3% |