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 | $1,213,419 | $158,398+666.1% | $126,539+858.9% | $142,382+752.2% |
| Participation rate | 0.0% | 75.8%-75.8pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | 13.47% | 593.76%-580.3pp | 425.95%-412.5pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,778 | $4,650-61.8% | $3,674-51.6% | $4,299-58.6% |
| Participant deferral / active EE | $17,776 | $4,767+272.9% | $4,083+335.4% | $6,507+173.2% |
| Admin fee / account holder | $87,161 | $6,918+1159.9% | $6,065+1337.2% | $12,624+590.5% |