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 7-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 | $562,159 | $127,065+342.4% | $113,168+396.7% | $142,382+294.8% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 35.27% | 24.03%+11.2pp | 24.27%+11.0pp | 217.08%-181.8pp |
| Employer contribution / active EE | $20,598 | $3,442+498.4% | $2,975+592.3% | $4,299+379.1% |
| Participant deferral / active EE | $24,805 | $5,716+333.9% | $5,107+385.7% | $6,507+281.2% |
| Admin fee / account holder | $24,378 | $15,736+54.9% | $12,068+102.0% | $12,624+93.1% |