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 | $450,494 | $183,519+145.5% | $155,509+189.7% | $145,922+208.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 22.14% | 61.17%-39.0pp | 64.67%-42.5pp | 561.29%-539.1pp |
| Employer contribution / active EE | $26,712 | $5,313+402.8% | $4,672+471.7% | $4,660+473.3% |
| Participant deferral / active EE | $5,333 | $6,462-17.5% | $5,626-5.2% | $6,688-20.3% |
| Admin fee / account holder | $7,961 | $19,313-58.8% | $15,912-50.0% | $13,397-40.6% |