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 | $430,002 | $80,673+433.0% | $101,326+324.4% | $84,808+407.0% |
| Participation rate | 64.0% | 77.8%-13.8pp | 81.5%-17.5pp | 68.3%-4.4pp |
| Annual return | 15.25% | 38.95%-23.7pp | 36.82%-21.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,402 | $6,840+52.1% | $7,994+30.1% | $4,212+147.0% |
| Admin fee / account holder | $24,520 | $12,784+91.8% | $11,185+119.2% | $7,344+233.9% |