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 3-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 | $416,461 | $77,899+434.6% | $149,673+178.2% | $75,163+454.1% |
| Participation rate | 64.9% | 65.6%-0.7pp | 78.8%-13.9pp | 67.2%-2.3pp |
| Annual return | 15.05% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $9,388 | $3,137+199.2% | $4,818+94.9% | $2,670+251.6% |
| Participant deferral / active EE | $7,449 | $3,411+118.4% | $5,680+31.1% | $4,125+80.6% |
| Admin fee / account holder | $32,617 | $5,956+447.6% | $13,210+146.9% | $5,651+477.2% |