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 | $542,955 | $159,901+239.6% | $146,958+269.5% | $145,922+272.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 32.16% | 98.13%-66.0pp | 418.34%-386.2pp | 561.29%-529.1pp |
| Employer contribution / active EE | $2,860 | $5,286-45.9% | $4,933-42.0% | $4,660-38.6% |
| Participant deferral / active EE | $9,200 | $8,428+9.2% | $8,070+14.0% | $6,688+37.6% |
| Admin fee / account holder | $2,394 | $15,044-84.1% | $12,998-81.6% | $13,397-82.1% |