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 9-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 | $272,604 | $217,402+25.4% | $185,823+46.7% | $167,490+62.8% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 12.91% | 148.36%-135.5pp | 122.05%-109.1pp | 478.56%-465.7pp |
| Employer contribution / active EE | $7,731 | $5,873+31.6% | $5,167+49.6% | $4,837+59.8% |
| Participant deferral / active EE | $4,816 | $6,356-24.2% | $5,568-13.5% | $6,341-24.0% |
| Admin fee / account holder | $1,462 | $19,811-92.6% | $16,237-91.0% | $12,309-88.1% |