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 | $271,818 | $83,902+224.0% | $167,512+62.3% | $84,808+220.5% |
| Participation rate | 60.4% | 66.5%-6.0pp | 77.1%-16.6pp | 68.3%-7.9pp |
| Annual return | 17.05% | 91.55%-74.5pp | 1615.79%-1598.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,456 | $4,442+157.9% | $6,405+78.9% | $4,212+172.0% |
| Admin fee / account holder | $7,889 | $7,915-0.3% | $9,769-19.2% | $7,344+7.4% |