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 3-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 | $258,723 | $159,602+62.1% | $150,045+72.4% | $142,382+81.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 15.51% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,680 | $4,961-66.1% | $4,693-64.2% | $4,299-60.9% |
| Participant deferral / active EE | $11,750 | $8,310+41.4% | $7,997+46.9% | $6,507+80.6% |
| Admin fee / account holder | $1,789 | $14,846-87.9% | $13,435-86.7% | $12,624-85.8% |