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 | $462,340 | $217,402+112.7% | $185,823+148.8% | $167,490+176.0% |
| Participation rate | 45.5% | 86.0%-40.6pp | 81.7%-36.2pp | 82.1%-36.7pp |
| Annual return | 14.76% | 148.36%-133.6pp | 122.05%-107.3pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,897 | $5,873-50.7% | $5,167-43.9% | $4,837-40.1% |
| Participant deferral / active EE | $6,198 | $6,356-2.5% | $5,568+11.3% | $6,341-2.3% |
| Admin fee / account holder | $1,691 | $19,811-91.5% | $16,237-89.6% | $12,309-86.3% |