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 5-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 | $400,044 | $172,478+131.9% | $145,661+174.6% | $142,382+181.0% |
| Participation rate | 36.4% | 80.1%-43.7pp | 77.2%-40.9pp | 80.1%-43.8pp |
| Annual return | 14.09% | 151.09%-137.0pp | 101.46%-87.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,423 | $4,899-50.5% | $4,238-42.8% | $4,299-43.6% |
| Participant deferral / active EE | $2,805 | $8,348-66.4% | $7,198-61.0% | $6,507-56.9% |
| Admin fee / account holder | $3,338 | $16,864-80.2% | $12,466-73.2% | $12,624-73.6% |