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 | $281,687 | $189,613+48.6% | $167,512+68.2% | $142,382+97.8% |
| Participation rate | 62.5% | 80.1%-17.6pp | 77.1%-14.6pp | 80.1%-17.6pp |
| Annual return | 12.33% | 2024.68%-2012.3pp | 1615.79%-1603.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $4,209 | $4,349-3.2% | $3,882+8.4% | $4,299-2.1% |
| Participant deferral / active EE | $2,206 | $6,981-68.4% | $6,405-65.6% | $6,507-66.1% |
| Admin fee / account holder | $2,117 | $10,528-79.9% | $9,769-78.3% | $12,624-83.2% |