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 | $971,601 | $111,754+769.4% | $103,333+840.3% | $145,922+565.8% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 10.24% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,647 | $4,212-37.2% | $3,868-31.6% | $4,660-43.2% |
| Participant deferral / active EE | $10,167 | $5,619+80.9% | $5,057+101.0% | $6,688+52.0% |
| Admin fee / account holder | $886,246 | $9,750+8989.5% | $8,355+10507.8% | $13,397+6515.3% |