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 3-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 | $399,711 | $177,572+125.1% | $154,803+158.2% | $142,382+180.7% |
| Participation rate | 68.4% | 82.1%-13.6pp | 78.1%-9.6pp | 80.1%-11.7pp |
| Annual return | 14.33% | 65.07%-50.7pp | 58.88%-44.6pp | 217.08%-202.7pp |
| Employer contribution / active EE | $11,933 | $4,810+148.1% | $4,305+177.2% | $4,299+177.6% |
| Participant deferral / active EE | $8,707 | $6,272+38.8% | $5,540+57.2% | $6,507+33.8% |
| Admin fee / account holder | $22,662 | $16,786+35.0% | $14,329+58.2% | $12,624+79.5% |