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 | $337,271 | $148,978+126.4% | $200,582+68.1% | $84,808+297.7% |
| Participation rate | 68.9% | 84.2%-15.3pp | 86.9%-18.0pp | 68.3%+0.6pp |
| Annual return | 16.72% | 28.16%-11.4pp | 42.33%-25.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,854 | $7,142+66.0% | $9,331+27.0% | $4,212+181.5% |
| Admin fee / account holder | $3,895 | $13,977-72.1% | $16,305-76.1% | $7,344-47.0% |