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 | $333,027 | $165,984+100.6% | $164,813+102.1% | $145,922+128.2% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 17.13% | 100.03%-82.9pp | 69.93%-52.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $7,524 | $5,273+42.7% | $4,341+73.3% | $4,660+61.5% |
| Participant deferral / active EE | $12,200 | $6,959+75.3% | $6,031+102.3% | $6,688+82.4% |
| Admin fee / account holder | $2,130 | $16,648-87.2% | $12,690-83.2% | $13,397-84.1% |