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 | $1,044,292 | $209,411+398.7% | $178,490+485.1% | $158,922+557.1% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 7.13% | 188.75%-181.6pp | 151.07%-143.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $1,199 | $5,706-79.0% | $5,011-76.1% | $4,761-74.8% |
| Participant deferral / active EE | $9,100 | $5,954+52.8% | $5,202+74.9% | $5,982+52.1% |
| Admin fee / account holder | $7,160 | $17,074-58.1% | $13,984-48.8% | $11,246-36.3% |