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 | $888,796 | $217,402+308.8% | $185,823+378.3% | $167,490+430.7% |
| Participation rate | 52.9% | 86.0%-33.1pp | 81.7%-28.8pp | 82.1%-29.2pp |
| Annual return | 14.02% | 148.36%-134.3pp | 122.05%-108.0pp | 478.56%-464.5pp |
| Employer contribution / active EE | $13,386 | $5,873+127.9% | $5,167+159.1% | $4,837+176.7% |
| Participant deferral / active EE | $8,273 | $6,356+30.2% | $5,568+48.6% | $6,341+30.5% |
| Admin fee / account holder | $82,806 | $19,811+318.0% | $16,237+410.0% | $12,309+572.7% |