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 | $314,815 | $57,016+452.2% | $84,966+270.5% | $80,856+289.4% |
| Participation rate | 69.3% | 56.3%+13.0pp | 67.5%+1.8pp | 67.6%+1.7pp |
| Annual return | 11.51% | 21.66%-10.2pp | 66.38%-54.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $14,636 | $3,110+370.7% | $4,519+223.9% | $4,296+240.7% |
| Admin fee / account holder | $27,537 | $4,980+452.9% | $6,149+347.8% | $6,918+298.0% |