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 | $259,096 | $150,440+72.2% | $136,294+90.1% | $147,584+75.6% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 22.07% | 1049.08%-1027.0pp | 5155.94%-5133.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $3,275 | $5,256-37.7% | $4,695-30.2% | $4,876-32.8% |
| Participant deferral / active EE | $6,000 | $6,630-9.5% | $6,247-4.0% | $5,439+10.3% |
| Admin fee / account holder | $7,392 | $10,905-32.2% | $9,243-20.0% | $10,885-32.1% |