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 | $853,387 | $173,345+392.3% | $136,007+527.5% | $145,922+484.8% |
| Participation rate | 0.0% | 80.5%-80.5pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 17.34% | 1163.32%-1146.0pp | 579.32%-562.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $7,267 | $5,278+37.7% | $4,217+72.3% | $4,660+56.0% |
| Participant deferral / active EE | $33,537 | $8,699+285.5% | $7,025+377.4% | $6,688+401.5% |
| Admin fee / account holder | $140,888 | $9,954+1315.3% | $6,858+1954.3% | $13,397+951.6% |