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 | $1,004,243 | $100,852+895.8% | $90,404+1010.8% | $158,922+531.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 11.50% | 1724.20%-1712.7pp | 1293.02%-1281.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $4,640 | $3,689+25.8% | $3,262+42.2% | $4,761-2.5% |
| Participant deferral / active EE | $13,000 | $4,348+199.0% | $3,963+228.0% | $5,982+117.3% |
| Admin fee / account holder | $41,772 | $6,501+542.5% | $5,611+644.5% | $11,246+271.4% |