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 | $339,426 | $185,200+83.3% | $142,863+137.6% | $167,490+102.7% |
| Participation rate | 66.7% | 78.4%-11.8pp | 71.9%-5.3pp | 82.1%-15.4pp |
| Annual return | 10.62% | 8555.70%-8545.1pp | 5637.54%-5626.9pp | 478.56%-467.9pp |
| Employer contribution / active EE | $6,829 | $5,604+21.9% | $4,144+64.8% | $4,837+41.2% |
| Participant deferral / active EE | $13,000 | $4,494+189.3% | $3,837+238.8% | $6,341+105.0% |
| Admin fee / account holder | $1,263 | $8,031-84.3% | $6,560-80.8% | $12,309-89.7% |