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 | $1,747,858 | $137,414+1172.0% | $189,513+822.3% | $85,850+1936.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 87.8%-87.8pp | 69.3%-69.3pp |
| Annual return | 17.13% | 38.14%-21.0pp | 555.15%-538.0pp | 318.53%-301.4pp |
| Employer contribution / active EE | $6,299 | $4,344+45.0% | $6,162+2.2% | $2,565+145.6% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $245,575 | $8,630+2745.7% | $12,045+1938.8% | $6,260+3823.0% |