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 | $2,142,675 | $105,181+1937.1% | $159,436+1243.9% | $85,850+2395.8% |
| Participation rate | 61.5% | 75.8%-14.2pp | 82.8%-21.3pp | 69.3%-7.8pp |
| Annual return | 26.07% | 45.07%-19.0pp | 263.57%-237.5pp | 318.53%-292.5pp |
| Employer contribution / active EE | $12,153 | $3,318+266.2% | $4,829+151.6% | $2,565+373.8% |
| Participant deferral / active EE | $7,434 | $5,945+25.1% | $7,352+1.1% | $3,952+88.1% |
| Admin fee / account holder | $10,960 | $6,933+58.1% | $10,799+1.5% | $6,260+75.1% |