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 | $267,466 | $111,754+139.3% | $103,333+158.8% | $145,922+83.3% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 12.95% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,321 | $4,212-44.9% | $3,868-40.0% | $4,660-50.2% |
| Participant deferral / active EE | $2,919 | $5,619-48.0% | $5,057-42.3% | $6,688-56.3% |
| Admin fee / account holder | $10,607 | $9,750+8.8% | $8,355+27.0% | $13,397-20.8% |