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 | $291,757 | $189,613+53.9% | $167,512+74.2% | $142,382+104.9% |
| Participation rate | 59.1% | 80.1%-21.0pp | 77.1%-18.0pp | 80.1%-21.0pp |
| Annual return | 16.82% | 2024.68%-2007.9pp | 1615.79%-1599.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,463 | $4,349-43.4% | $3,882-36.6% | $4,299-42.7% |
| Participant deferral / active EE | $7,237 | $6,981+3.7% | $6,405+13.0% | $6,507+11.2% |
| Admin fee / account holder | $2,371 | $10,528-77.5% | $9,769-75.7% | $12,624-81.2% |