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 | $258,692 | $197,591+30.9% | $177,821+45.5% | $158,922+62.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 15.81% | 58.76%-43.0pp | 48.32%-32.5pp | 302.83%-287.0pp |
| Employer contribution / active EE | $7,371 | $6,697+10.1% | $5,918+24.6% | $4,761+54.8% |
| Participant deferral / active EE | $14,743 | $8,405+75.4% | $7,714+91.1% | $5,982+146.5% |
| Admin fee / account holder | $22,500 | $15,399+46.1% | $12,427+81.1% | $11,246+100.1% |