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 | $313,842 | $165,984+89.1% | $164,813+90.4% | $145,922+115.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 9.33% | 100.03%-90.7pp | 69.93%-60.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,905 | $5,273-25.9% | $4,341-10.0% | $4,660-16.2% |
| Participant deferral / active EE | $12,234 | $6,959+75.8% | $6,031+102.8% | $6,688+82.9% |
| Admin fee / account holder | $518 | $16,648-96.9% | $12,690-95.9% | $13,397-96.1% |