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 6-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 | $829,818 | $165,335+401.9% | $149,696+454.3% | $158,922+422.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 10.35% | 348.15%-337.8pp | 276.60%-266.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $10,000 | $5,103+96.0% | $4,644+115.3% | $4,761+110.0% |
| Participant deferral / active EE | $9,750 | $7,181+35.8% | $6,842+42.5% | $5,982+63.0% |
| Admin fee / account holder | $259,899 | $10,807+2305.0% | $9,309+2692.0% | $11,246+2211.1% |