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 | $401,859 | $105,126+282.3% | $94,646+324.6% | $139,434+188.2% |
| Participation rate | 63.6% | 82.4%-18.7pp | 80.8%-17.2pp | 80.3%-16.7pp |
| Annual return | 16.49% | 38.03%-21.5pp | 156.71%-140.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $4,408 | $4,106+7.4% | $3,672+20.0% | $4,751-7.2% |
| Participant deferral / active EE | $11,186 | $7,599+47.2% | $7,418+50.8% | $6,710+66.7% |
| Admin fee / account holder | $1,380 | $8,984-84.6% | $7,231-80.9% | $11,403-87.9% |