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 | $8,377,047 | $109,881+7523.8% | $150,045+5483.0% | $84,808+9777.7% |
| Participation rate | 0.0% | 76.1%-76.1pp | 82.3%-82.3pp | 68.3%-68.3pp |
| Annual return | 21.77% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $5,753 | $3,561+61.5% | $4,693+22.6% | $2,631+118.6% |
| Participant deferral / active EE | $12,845 | $6,636+93.6% | $7,997+60.6% | $4,212+205.0% |
| Admin fee / account holder | $505,720 | $8,568+5802.4% | $13,435+3664.3% | $7,344+6786.4% |