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 | $1,767,916 | $183,519+863.3% | $155,509+1036.9% | $145,922+1111.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 24.16% | 61.17%-37.0pp | 64.67%-40.5pp | 561.29%-537.1pp |
| Employer contribution / active EE | $12,830 | $5,313+141.5% | $4,672+174.6% | $4,660+175.3% |
| Participant deferral / active EE | $21,250 | $6,462+228.8% | $5,626+277.7% | $6,688+217.7% |
| Admin fee / account holder | $68,679 | $19,313+255.6% | $15,912+331.6% | $13,397+412.6% |