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 | $404,047 | $100,852+300.6% | $90,404+346.9% | $158,922+154.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 31.16% | 1724.20%-1693.0pp | 1293.02%-1261.9pp | 302.83%-271.7pp |
| Employer contribution / active EE | $3,251 | $3,689-11.9% | $3,262-0.3% | $4,761-31.7% |
| Participant deferral / active EE | $13,688 | $4,348+214.8% | $3,963+245.4% | $5,982+128.8% |
| Admin fee / account holder | $106,786 | $6,501+1542.6% | $5,611+1803.2% | $11,246+849.6% |