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 | $3,155,596 | $59,805+5176.5% | $79,550+3866.8% | $68,494+4507.1% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.5%-69.5pp | 67.9%-67.9pp |
| Annual return | 49.51% | -12.30%+61.8pp | 0.16%+49.3pp | -7.84%+57.4pp |
| Employer contribution / active EE | $8,256 | $1,505+448.6% | $2,413+242.1% | $2,596+218.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $91,293 | $4,835+1788.3% | $6,832+1236.2% | $5,403+1589.8% |