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 | $356,279 | $173,345+105.5% | $136,007+162.0% | $145,922+144.2% |
| Participation rate | 60.0% | 80.5%-20.5pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 15.19% | 1163.32%-1148.1pp | 579.32%-564.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $5,153 | $5,278-2.4% | $4,217+22.2% | $4,660+10.6% |
| Participant deferral / active EE | $20,460 | $8,699+135.2% | $7,025+191.3% | $6,688+205.9% |
| Admin fee / account holder | $2,649 | $9,954-73.4% | $6,858-61.4% | $13,397-80.2% |