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 | $523,854 | $176,662+196.5% | $130,648+301.0% | $152,861+242.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 71.7%-5.1pp | 82.4%-15.8pp |
| Annual return | 27.42% | 2692.24%-2664.8pp | 1708.96%-1681.5pp | 345.32%-317.9pp |
| Employer contribution / active EE | $14,646 | $5,742+155.1% | $4,092+257.9% | $4,762+207.5% |
| Participant deferral / active EE | $6,333 | $4,361+45.2% | $3,603+75.8% | $5,850+8.3% |
| Admin fee / account holder | $6,313 | $7,133-11.5% | $5,464+15.5% | $11,596-45.6% |