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 | $464,571 | $228,332+103.5% | $185,823+150.0% | $158,922+192.3% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | 25.52% | 40.80%-15.3pp | 35.95%-10.4pp | 302.83%-277.3pp |
| Employer contribution / active EE | $3,266 | $4,967-34.2% | $4,087-20.1% | $4,761-31.4% |
| Participant deferral / active EE | $8,897 | $6,415+38.7% | $5,632+58.0% | $5,982+48.7% |
| Admin fee / account holder | $2,947 | $11,864-75.2% | $9,500-69.0% | $11,246-73.8% |