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 | $586,216 | $156,846+273.8% | $121,098+384.1% | $139,434+320.4% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 12.76% | 1474.56%-1461.8pp | 985.75%-973.0pp | 372.94%-360.2pp |
| Employer contribution / active EE | $18,090 | $5,536+226.8% | $4,164+334.5% | $4,751+280.8% |
| Participant deferral / active EE | $16,458 | $4,844+239.8% | $4,080+303.4% | $6,710+145.3% |
| Admin fee / account holder | $4,037 | $6,946-41.9% | $5,644-28.5% | $11,403-64.6% |