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 | $572,374 | $217,402+163.3% | $185,823+208.0% | $167,490+241.7% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 17.23% | 148.36%-131.1pp | 122.05%-104.8pp | 478.56%-461.3pp |
| Employer contribution / active EE | $6,076 | $5,873+3.5% | $5,167+17.6% | $4,837+25.6% |
| Participant deferral / active EE | $3,909 | $6,356-38.5% | $5,568-29.8% | $6,341-38.4% |
| Admin fee / account holder | $5,751 | $19,811-71.0% | $16,237-64.6% | $12,309-53.3% |