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 | $467,984 | $81,248+476.0% | $155,509+200.9% | $80,856+478.8% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 25.02% | 33.31%-8.3pp | 64.67%-39.6pp | 35.59%-10.6pp |
| Employer contribution / active EE | $3,329 | $3,100+7.4% | $4,672-28.8% | $2,755+20.8% |
| Participant deferral / active EE | $8,700 | $3,452+152.1% | $5,626+54.6% | $4,296+102.5% |
| Admin fee / account holder | $622 | $7,997-92.2% | $15,912-96.1% | $6,918-91.0% |