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 7-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 | $269,081 | $56,053+380.0% | $75,972+254.2% | $80,856+232.8% |
| Participation rate | 65.1% | 62.0%+3.0pp | 69.1%-4.0pp | 67.6%-2.6pp |
| Annual return | 14.93% | 20.53%-5.6pp | 359.55%-344.6pp | 35.59%-20.7pp |
| Employer contribution / active EE | $5,142 | $1,874+174.4% | $2,685+91.5% | $2,755+86.7% |
| Participant deferral / active EE | $11,104 | $3,052+263.9% | $4,255+160.9% | $4,296+158.5% |
| Admin fee / account holder | $9,825 | $5,234+87.7% | $6,467+51.9% | $6,918+42.0% |