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 3-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 | $616,816 | $72,400+752.0% | $67,502+813.8% | $145,922+322.7% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 23.65% | 7182.46%-7158.8pp | 3512.12%-3488.5pp | 561.29%-537.6pp |
| Employer contribution / active EE | $1,649 | $3,069-46.3% | $2,731-39.6% | $4,660-64.6% |
| Participant deferral / active EE | $19,039 | $4,783+298.1% | $4,000+376.0% | $6,688+184.7% |
| Admin fee / account holder | $8,131 | $5,539+46.8% | $3,998+103.4% | $13,397-39.3% |