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 | $352,542 | $64,839+443.7% | $95,585+268.8% | $84,808+315.7% |
| Participation rate | 51.5% | 63.8%-12.3pp | 72.1%-20.6pp | 68.3%-16.8pp |
| Annual return | 16.45% | -670.96%+687.4pp | 38.56%-22.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,793 | $2,965+95.4% | $4,023+44.0% | $4,212+37.5% |
| Admin fee / account holder | $1,886 | $5,964-68.4% | $6,127-69.2% | $7,344-74.3% |