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 | $576,776 | $148,534+288.3% | $135,903+324.4% | $139,434+313.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 26.39% | 79.19%-52.8pp | 68.23%-41.8pp | 372.94%-346.6pp |
| Employer contribution / active EE | $5,953 | $5,243+13.5% | $4,856+22.6% | $4,751+25.3% |
| Participant deferral / active EE | $25,313 | $8,100+212.5% | $7,758+226.3% | $6,710+277.2% |
| Admin fee / account holder | $2,852 | $12,400-77.0% | $10,762-73.5% | $11,403-75.0% |