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 | $320,603 | $209,411+53.1% | $178,490+79.6% | $158,922+101.7% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 19.42% | 188.75%-169.3pp | 151.07%-131.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $12,786 | $5,706+124.1% | $5,011+155.2% | $4,761+168.5% |
| Participant deferral / active EE | $6,607 | $5,954+11.0% | $5,202+27.0% | $5,982+10.4% |
| Admin fee / account holder | $1,412 | $17,074-91.7% | $13,984-89.9% | $11,246-87.4% |