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 | $292,034 | $177,572+64.5% | $154,803+88.6% | $142,382+105.1% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 14.61% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,878 | $4,810+1.4% | $4,305+13.3% | $4,299+13.5% |
| Participant deferral / active EE | $7,592 | $6,272+21.1% | $5,540+37.0% | $6,507+16.7% |
| Admin fee / account holder | $8,856 | $16,786-47.2% | $14,329-38.2% | $12,624-29.8% |