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 8-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 | $655,758 | $68,719+854.3% | $91,541+616.4% | $84,808+673.2% |
| Participation rate | 8.3% | 64.5%-56.2pp | 69.8%-61.4pp | 68.3%-60.0pp |
| Annual return | 15.02% | 19.12%-4.1pp | 20.50%-5.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,813 | $1,920+150.7% | $2,505+92.2% | $2,631+82.9% |
| Participant deferral / active EE | $4,816 | $3,136+53.6% | $4,008+20.2% | $4,212+14.3% |
| Admin fee / account holder | $102,119 | $5,786+1664.8% | $6,956+1368.0% | $7,344+1290.6% |