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 | $1,771,424 | $57,354+2988.6% | $83,848+2012.7% | $64,186+2659.8% |
| Participation rate | 0.0% | 68.6%-68.6pp | 76.1%-76.1pp | 69.6%-69.6pp |
| Annual return | 6.17% | 11.38%-5.2pp | 850.88%-844.7pp | 7.63%-1.5pp |
| Employer contribution / active EE | $2,338 | $2,545-8.1% | $3,631-35.6% | $2,381-1.8% |
| Participant deferral / active EE | $5,317 | $2,993+77.6% | $4,082+30.3% | $3,470+53.2% |
| Admin fee / account holder | $30,090 | $4,046+643.8% | $5,478+449.3% | $4,888+515.6% |