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 | $313,994 | $114,381+174.5% | $107,525+192.0% | $142,382+120.5% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.1%-55.1pp | 80.1%-60.1pp |
| Annual return | 16.84% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $960 | $4,015-76.1% | $3,754-74.4% | $4,299-77.7% |
| Participant deferral / active EE | $2,828 | $5,564-49.2% | $5,116-44.7% | $6,507-56.5% |
| Admin fee / account holder | $8,122 | $9,860-17.6% | $8,919-8.9% | $12,624-35.7% |