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 | $422,334 | $159,602+164.6% | $150,045+181.5% | $142,382+196.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 13.34% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $28,988 | $4,961+484.4% | $4,693+517.7% | $4,299+574.3% |
| Participant deferral / active EE | $5,416 | $8,310-34.8% | $7,997-32.3% | $6,507-16.8% |
| Admin fee / account holder | $7,252 | $14,846-51.2% | $13,435-46.0% | $12,624-42.6% |