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 | $287,631 | $214,378+34.2% | $200,582+43.4% | $142,382+102.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 15.83% | 46.41%-30.6pp | 42.33%-26.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $7,942 | $6,841+16.1% | $6,419+23.7% | $4,299+84.7% |
| Participant deferral / active EE | $7,942 | $9,865-19.5% | $9,331-14.9% | $6,507+22.1% |
| Admin fee / account holder | $5,523 | $17,692-68.8% | $16,305-66.1% | $12,624-56.2% |