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 | $614,488 | $197,591+211.0% | $177,821+245.6% | $158,922+286.7% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 18.30% | 58.76%-40.5pp | 48.32%-30.0pp | 302.83%-284.5pp |
| Employer contribution / active EE | $13,843 | $6,697+106.7% | $5,918+133.9% | $4,761+190.7% |
| Participant deferral / active EE | $17,333 | $8,405+106.2% | $7,714+124.7% | $5,982+189.8% |
| Admin fee / account holder | $38,000 | $15,399+146.8% | $12,427+205.8% | $11,246+237.9% |