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 | $315,407 | $163,101+93.4% | $136,749+130.6% | $142,382+121.5% |
| Participation rate | 40.0% | 78.2%-38.2pp | 72.1%-32.1pp | 80.1%-40.1pp |
| Annual return | 14.92% | 27.54%-12.6pp | 24.33%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,896 | $4,117-29.7% | $3,400-14.8% | $4,299-32.6% |
| Participant deferral / active EE | $7,794 | $5,585+39.6% | $4,692+66.1% | $6,507+19.8% |
| Admin fee / account holder | $2,289 | $14,318-84.0% | $11,386-79.9% | $12,624-81.9% |