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 4-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 | $593,316 | $159,901+271.1% | $146,958+303.7% | $145,922+306.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 204.57% | 98.13%+106.4pp | 418.34%-213.8pp | 561.29%-356.7pp |
| Employer contribution / active EE | $2,020 | $5,286-61.8% | $4,933-59.1% | $4,660-56.6% |
| Participant deferral / active EE | $13,135 | $8,428+55.8% | $8,070+62.8% | $6,688+96.4% |
| Admin fee / account holder | $5,632 | $15,044-62.6% | $12,998-56.7% | $13,397-58.0% |