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 10-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 | $313,054 | $106,584+193.7% | $101,326+209.0% | $142,382+119.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 14.19% | 36.93%-22.7pp | 36.82%-22.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,235 | $3,956-43.5% | $3,665-39.0% | $4,299-48.0% |
| Participant deferral / active EE | $13,244 | $8,297+59.6% | $7,994+65.7% | $6,507+103.5% |
| Admin fee / account holder | $17,138 | $11,446+49.7% | $11,185+53.2% | $12,624+35.8% |