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 | $255,574 | $106,584+139.8% | $101,326+152.2% | $142,382+79.5% |
| Participation rate | 33.3% | 82.7%-49.4pp | 81.5%-48.2pp | 80.1%-46.8pp |
| Annual return | 15.70% | 36.93%-21.2pp | 36.82%-21.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,256 | $3,956-43.0% | $3,665-38.4% | $4,299-47.5% |
| Participant deferral / active EE | $5,651 | $8,297-31.9% | $7,994-29.3% | $6,507-13.2% |
| Admin fee / account holder | $69,380 | $11,446+506.1% | $11,185+520.3% | $12,624+449.6% |