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 | $251,206 | $150,187+67.3% | $120,354+108.7% | $145,922+72.2% |
| Participation rate | 44.4% | 78.8%-34.3pp | 71.9%-27.5pp | 80.3%-35.8pp |
| Annual return | 20.63% | 154.07%-133.4pp | 107.15%-86.5pp | 561.29%-540.7pp |
| Employer contribution / active EE | $3,074 | $4,348-29.3% | $3,463-11.2% | $4,660-34.0% |
| Participant deferral / active EE | $8,021 | $6,173+29.9% | $4,991+60.7% | $6,688+19.9% |
| Admin fee / account holder | $1,974 | $12,207-83.8% | $9,423-79.0% | $13,397-85.3% |