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 | $427,850 | $217,402+96.8% | $185,823+130.2% | $167,490+155.4% |
| Participation rate | 20.0% | 86.0%-66.0pp | 81.7%-61.7pp | 82.1%-62.1pp |
| Annual return | 14.98% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,292 | $5,873-78.0% | $5,167-75.0% | $4,837-73.3% |
| Participant deferral / active EE | $4,183 | $6,356-34.2% | $5,568-24.9% | $6,341-34.0% |
| Admin fee / account holder | $383 | $19,811-98.1% | $16,237-97.6% | $12,309-96.9% |