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 | $783,666 | $177,572+341.3% | $154,803+406.2% | $142,382+450.4% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 17.41% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $9,112 | $4,810+89.4% | $4,305+111.6% | $4,299+112.0% |
| Participant deferral / active EE | $6,450 | $6,272+2.8% | $5,540+16.4% | $6,507-0.9% |
| Admin fee / account holder | $59,569 | $16,786+254.9% | $14,329+315.7% | $12,624+371.9% |