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 | $260,937 | $95,803+172.4% | $113,168+130.6% | $84,808+207.7% |
| Participation rate | 29.0% | 72.9%-43.8pp | 76.6%-47.5pp | 68.3%-39.3pp |
| Annual return | 15.53% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,891 | $4,242-31.8% | $5,107-43.4% | $4,212-31.4% |
| Admin fee / account holder | $2,730 | $8,989-69.6% | $12,068-77.4% | $7,344-62.8% |