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 9-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 | $421,197 | $171,865+145.1% | $149,718+181.3% | $147,584+185.4% |
| Participation rate | 42.9% | 88.2%-45.3pp | 87.1%-44.2pp | 82.8%-40.0pp |
| Annual return | 14.55% | 2113.22%-2098.7pp | 1501.63%-1487.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,022 | $6,275-67.8% | $5,445-62.9% | $4,876-58.5% |
| Participant deferral / active EE | $7,864 | $7,271+8.2% | $6,569+19.7% | $5,439+44.6% |
| Admin fee / account holder | $28,572 | $13,799+107.0% | $11,283+153.2% | $10,885+162.5% |