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 10-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 | $257,494 | $165,335+55.7% | $149,696+72.0% | $158,922+62.0% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 22.84% | 348.15%-325.3pp | 276.60%-253.8pp | 302.83%-280.0pp |
| Employer contribution / active EE | $2,634 | $5,103-48.4% | $4,644-43.3% | $4,761-44.7% |
| Participant deferral / active EE | $4,788 | $7,181-33.3% | $6,842-30.0% | $5,982-20.0% |
| Admin fee / account holder | $1,234 | $10,807-88.6% | $9,309-86.7% | $11,246-89.0% |