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.
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 | $760,634 | $142,405+434.1% | $115,157+560.5% | $152,861+397.6% |
| Participation rate | 0.0% | 82.4%-82.4pp | 75.9%-75.9pp | 82.4%-82.4pp |
| Annual return | 35.21% | 41.48%-6.3pp | 35.60%-0.4pp | 345.32%-310.1pp |
| Employer contribution / active EE | $19,000 | $4,010+373.8% | $3,179+497.7% | $4,762+299.0% |
| Participant deferral / active EE | $25,000 | $5,164+384.1% | $4,168+499.7% | $5,850+327.3% |
| Admin fee / account holder | $179,129 | $8,462+2016.9% | $7,088+2427.2% | $11,596+1444.7% |