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 | $412,803 | $201,272+105.1% | $184,203+124.1% | $145,922+182.9% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-46.9pp |
| Annual return | 12.02% | 29.00%-17.0pp | 28.81%-16.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,600 | $7,022-34.5% | $6,427-28.4% | $4,660-1.3% |
| Participant deferral / active EE | $6,838 | $9,806-30.3% | $9,131-25.1% | $6,688+2.2% |
| Admin fee / account holder | $1,954 | $16,364-88.1% | $13,901-85.9% | $13,397-85.4% |