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 | $895,933 | $165,984+439.8% | $164,813+443.6% | $145,922+514.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 11.70% | 100.03%-88.3pp | 69.93%-58.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $14,408 | $5,273+173.2% | $4,341+231.9% | $4,660+209.2% |
| Participant deferral / active EE | $12,083 | $6,959+73.6% | $6,031+100.3% | $6,688+80.7% |
| Admin fee / account holder | $7,323 | $16,648-56.0% | $12,690-42.3% | $13,397-45.3% |