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 | $1,060,112 | $100,773+952.0% | $88,946+1091.9% | $142,382+644.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 11.43% | 70.18%-58.7pp | 57.82%-46.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $37,096 | $2,918+1171.4% | $2,555+1351.9% | $4,299+762.9% |
| Participant deferral / active EE | $23,167 | $5,230+342.9% | $4,581+405.7% | $6,507+256.0% |
| Admin fee / account holder | $300,548 | $9,693+3000.7% | $8,261+3538.2% | $12,624+2280.8% |