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 | $480,852 | $209,411+129.6% | $178,490+169.4% | $158,922+202.6% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 17.69% | 188.75%-171.1pp | 151.07%-133.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $5,413 | $5,706-5.1% | $5,011+8.0% | $4,761+13.7% |
| Participant deferral / active EE | $8,536 | $5,954+43.4% | $5,202+64.1% | $5,982+42.7% |
| Admin fee / account holder | $1,691 | $17,074-90.1% | $13,984-87.9% | $11,246-85.0% |