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 | $406,278 | $217,402+86.9% | $185,823+118.6% | $167,490+142.6% |
| Participation rate | 68.4% | 86.0%-17.6pp | 81.7%-13.3pp | 82.1%-13.7pp |
| Annual return | 15.79% | 148.36%-132.6pp | 122.05%-106.3pp | 478.56%-462.8pp |
| Employer contribution / active EE | $6,625 | $5,873+12.8% | $5,167+28.2% | $4,837+37.0% |
| Participant deferral / active EE | $6,607 | $6,356+4.0% | $5,568+18.7% | $6,341+4.2% |
| Admin fee / account holder | $6,503 | $19,811-67.2% | $16,237-59.9% | $12,309-47.2% |