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 | $265,381 | $175,202+51.5% | $149,673+77.3% | $139,434+90.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 26.67% | 166.71%-140.0pp | 134.42%-107.8pp | 372.94%-346.3pp |
| Employer contribution / active EE | $6,240 | $5,474+14.0% | $4,818+29.5% | $4,751+31.3% |
| Participant deferral / active EE | $8,310 | $6,519+27.5% | $5,680+46.3% | $6,710+23.8% |
| Admin fee / account holder | $2,902 | $16,150-82.0% | $13,210-78.0% | $11,403-74.5% |