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 | $265,200 | $68,547+286.9% | $120,354+120.3% | $80,856+228.0% |
| Participation rate | 28.6% | 61.6%-33.0pp | 71.9%-43.3pp | 67.6%-39.1pp |
| Annual return | 15.72% | 23.60%-7.9pp | 107.15%-91.4pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,271 | $2,051+10.7% | $3,463-34.4% | $2,755-17.6% |
| Participant deferral / active EE | $2,681 | $3,173-15.5% | $4,991-46.3% | $4,296-37.6% |
| Admin fee / account holder | $9,023 | $5,732+57.4% | $9,423-4.2% | $6,918+30.4% |