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 | $309,092 | $109,881+181.3% | $150,045+106.0% | $84,808+264.5% |
| Participation rate | 67.9% | 76.1%-8.2pp | 82.3%-14.5pp | 68.3%-0.5pp |
| Annual return | 33.76% | 28.25%+5.5pp | 62.55%-28.8pp | 40.90%-7.1pp |
| Employer contribution / active EE | $6,878 | $3,561+93.1% | $4,693+46.6% | $2,631+161.4% |
| Participant deferral / active EE | $8,089 | $6,636+21.9% | $7,997+1.2% | $4,212+92.1% |
| Admin fee / account holder | $3,044 | $8,568-64.5% | $13,435-77.3% | $7,344-58.6% |