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 | $772,520 | $90,503+753.6% | $78,689+881.7% | $273,961+182.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 246.23% | 75.60%+170.6pp | 62.18%+184.1pp | 41.45%+204.8pp |
| Employer contribution / active EE | $14,378 | $3,176+352.7% | $2,851+404.4% | $4,869+195.3% |
| Participant deferral / active EE | $14,467 | $3,901+270.8% | $3,517+311.4% | $5,287+173.6% |
| Admin fee / account holder | $31,786 | $5,263+503.9% | $4,510+604.7% | $10,132+213.7% |