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 | $275,628 | $104,486+163.8% | $76,817+258.8% | $152,861+80.3% |
| Participation rate | 0.0% | 76.6%-76.6pp | 72.1%-72.1pp | 82.4%-82.4pp |
| Annual return | 17.53% | 1013.37%-995.8pp | 1166.11%-1148.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $4,277 | $3,116+37.3% | $2,302+85.8% | $4,762-10.2% |
| Participant deferral / active EE | $7,210 | $4,236+70.2% | $3,336+116.1% | $5,850+23.2% |
| Admin fee / account holder | $1,361 | $12,275-88.9% | $6,420-78.8% | $11,596-88.3% |