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 9-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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,386,548 | $217,402+537.8% | $185,823+646.2% | $167,490+727.8% |
| Participation rate | 0.0% | 86.0%-86.0pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | 23.54% | 148.36%-124.8pp | 122.05%-98.5pp | 478.56%-455.0pp |
| Employer contribution / active EE | $3,320 | $5,873-43.5% | $5,167-35.7% | $4,837-31.4% |
| Participant deferral / active EE | $24,195 | $6,356+280.6% | $5,568+334.5% | $6,341+281.5% |
| Admin fee / account holder | $43,790 | $19,811+121.0% | $16,237+169.7% | $12,309+255.8% |