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 3-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 | $2,106,749 | $76,050+2670.2% | $96,544+2082.2% | $71,457+2848.3% |
| Participation rate | 1.8% | 74.4%-72.6pp | 76.0%-74.1pp | 67.9%-66.1pp |
| Annual return | 16.06% | 22.81%-6.8pp | 25.84%-9.8pp | 28.85%-12.8pp |
| Employer contribution / active EE | $3,275 | $2,244+45.9% | $2,965+10.5% | $2,588+26.6% |
| Participant deferral / active EE | $6,471 | $4,215+53.5% | $4,851+33.4% | $4,289+50.9% |
| Admin fee / account holder | $892,804 | $2,707+32880.0% | $8,252+10718.8% | $1,587+56146.3% |