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 | $261,268 | $189,613+37.8% | $167,512+56.0% | $142,382+83.5% |
| Participation rate | 57.1% | 80.1%-23.0pp | 77.1%-19.9pp | 80.1%-23.0pp |
| Annual return | 11.75% | 2024.68%-2012.9pp | 1615.79%-1604.0pp | 217.08%-205.3pp |
| Employer contribution / active EE | $707 | $4,349-83.7% | $3,882-81.8% | $4,299-83.5% |
| Participant deferral / active EE | $2,210 | $6,981-68.3% | $6,405-65.5% | $6,507-66.0% |
| Admin fee / account holder | $7,720 | $10,528-26.7% | $9,769-21.0% | $12,624-38.8% |