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 | $448,854 | $177,572+152.8% | $154,803+190.0% | $142,382+215.2% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 17.42% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $10,386 | $4,810+115.9% | $4,305+141.2% | $4,299+141.6% |
| Participant deferral / active EE | $6,565 | $6,272+4.7% | $5,540+18.5% | $6,507+0.9% |
| Admin fee / account holder | $1,616 | $16,786-90.4% | $14,329-88.7% | $12,624-87.2% |