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 6-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 | $669,180 | $228,332+193.1% | $185,823+260.1% | $158,922+321.1% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 6.28% | 40.80%-34.5pp | 35.95%-29.7pp | 302.83%-296.5pp |
| Employer contribution / active EE | $1,147 | $4,967-76.9% | $4,087-71.9% | $4,761-75.9% |
| Participant deferral / active EE | $17,333 | $6,415+170.2% | $5,632+207.8% | $5,982+189.8% |
| Admin fee / account holder | $250,793 | $11,864+2013.9% | $9,500+2539.9% | $11,246+2130.1% |