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 | $288,060 | $138,347+108.2% | $184,203+56.4% | $80,856+256.3% |
| Participation rate | 58.0% | 83.9%-25.9pp | 86.8%-28.8pp | 67.6%-9.6pp |
| Annual return | 17.15% | 20.02%-2.9pp | 28.81%-11.7pp | 35.59%-18.4pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,295 | $7,071+31.5% | $9,131+1.8% | $4,296+116.4% |
| Admin fee / account holder | $19,127 | $10,483+82.4% | $13,901+37.6% | $6,918+176.5% |