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 | $609,944 | $171,865+254.9% | $149,718+307.4% | $147,584+313.3% |
| Participation rate | 33.3% | 88.2%-54.9pp | 87.1%-53.7pp | 82.8%-49.5pp |
| Annual return | 17.31% | 2113.22%-2095.9pp | 1501.63%-1484.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,529 | $6,275-75.6% | $5,445-71.9% | $4,876-68.6% |
| Participant deferral / active EE | $6,348 | $7,271-12.7% | $6,569-3.4% | $5,439+16.7% |
| Admin fee / account holder | $73,820 | $13,799+434.9% | $11,283+554.3% | $10,885+578.2% |