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 | $429,128 | $202,318+112.1% | $172,739+148.4% | $152,861+180.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 19.10% | 1029.65%-1010.6pp | 802.84%-783.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $15,822 | $5,856+170.2% | $5,143+207.7% | $4,762+232.2% |
| Participant deferral / active EE | $10,626 | $5,948+78.6% | $5,198+104.4% | $5,850+81.6% |
| Admin fee / account holder | $32,734 | $17,109+91.3% | $13,954+134.6% | $11,596+182.3% |