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 | $482,301 | $177,572+171.6% | $154,803+211.6% | $142,382+238.7% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 17.84% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $8,420 | $4,810+75.0% | $4,305+95.6% | $4,299+95.9% |
| Participant deferral / active EE | $4,460 | $6,272-28.9% | $5,540-19.5% | $6,507-31.5% |
| Admin fee / account holder | $2,545 | $16,786-84.8% | $14,329-82.2% | $12,624-79.8% |