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 4-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 | $2,225,442 | $183,519+1112.6% | $155,509+1331.1% | $145,922+1425.1% |
| Participation rate | 4.8% | 82.7%-77.9pp | 78.2%-73.4pp | 80.3%-75.5pp |
| Annual return | 10.07% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,493 | $5,313-71.9% | $4,672-68.1% | $4,660-68.0% |
| Participant deferral / active EE | $2,061 | $6,462-68.1% | $5,626-63.4% | $6,688-69.2% |
| Admin fee / account holder | $25,487 | $19,313+32.0% | $15,912+60.2% | $13,397+90.2% |