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 | $387,324 | $148,978+160.0% | $200,582+93.1% | $84,808+356.7% |
| Participation rate | 58.5% | 84.2%-25.8pp | 86.9%-28.4pp | 68.3%-9.8pp |
| Annual return | 13.30% | 28.16%-14.9pp | 42.33%-29.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,115 | $7,142+55.6% | $9,331+19.1% | $4,212+163.9% |
| Admin fee / account holder | $14,185 | $13,977+1.5% | $16,305-13.0% | $7,344+93.2% |