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 6-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 | $401,774 | $158,398+153.6% | $126,539+217.5% | $142,382+182.2% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 19.12% | 593.76%-574.6pp | 425.95%-406.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $300 | $4,650-93.5% | $3,674-91.8% | $4,299-93.0% |
| Participant deferral / active EE | $7,833 | $4,767+64.3% | $4,083+91.9% | $6,507+20.4% |
| Admin fee / account holder | $3,970 | $6,918-42.6% | $6,065-34.5% | $12,624-68.6% |