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 7-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 | $946,321 | $106,515+788.4% | $96,683+878.8% | $139,434+578.7% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.3%-74.3pp | 80.3%-80.3pp |
| Annual return | 12.30% | 38.43%-26.1pp | 35.69%-23.4pp | 372.94%-360.6pp |
| Employer contribution / active EE | $7,938 | $4,103+93.5% | $3,737+112.4% | $4,751+67.1% |
| Participant deferral / active EE | $23,451 | $5,454+330.0% | $4,878+380.7% | $6,710+249.5% |
| Admin fee / account holder | $9,996 | $7,877+26.9% | $6,730+48.5% | $11,403-12.3% |