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 7-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $490,122 | $168,632+190.6% | $147,614+232.0% | $125,391+290.9% |
| Participation rate | 0.0% | 88.8%-88.8pp | 84.6%-84.6pp | 83.2%-83.2pp |
| Annual return | -1.64% | 77.65%-79.3pp | 61.98%-63.6pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,045 | $6,252-83.3% | $5,564-81.2% | $4,866-78.5% |
| Participant deferral / active EE | $23,000 | $5,507+317.7% | $4,895+369.8% | $5,352+329.8% |
| Admin fee / account holder | $48,675 | $13,580+258.4% | $11,611+319.2% | $9,540+410.2% |