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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,172,512 | $54,705+3871.3% | $71,209+2950.9% | $84,808+2461.7% |
| Participation rate | 2.4% | 64.1%-61.7pp | 73.8%-71.4pp | 68.3%-65.9pp |
| Annual return | 103.22% | 35.90%+67.3pp | 282.51%-179.3pp | 40.90%+62.3pp |
| Employer contribution / active EE | $893 | $2,158-58.6% | $2,721-67.2% | $2,631-66.1% |
| Participant deferral / active EE | $1,341 | $3,030-55.8% | $4,175-67.9% | $4,212-68.2% |
| Admin fee / account holder | $37,201 | $4,863+664.9% | $5,349+595.5% | $7,344+406.6% |