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 | $6,620,822 | $53,596+12253.3% | $90,645+7204.1% | $64,186+10215.1% |
| Participation rate | 0.0% | 64.5%-64.5pp | 74.0%-74.0pp | 69.6%-69.6pp |
| Annual return | -1.76% | 4.41%-6.2pp | 1.88%-3.6pp | 7.63%-9.4pp |
| Employer contribution / active EE | $20,802 | $1,503+1284.1% | $2,532+721.7% | $2,381+773.7% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $240,230 | $3,868+6111.0% | $4,994+4710.5% | $4,888+4814.7% |