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 | $303,942 | $127,264+138.8% | $109,895+176.6% | $167,490+81.5% |
| Participation rate | 31.8% | 77.9%-46.1pp | 74.2%-42.4pp | 82.1%-50.3pp |
| Annual return | 30.77% | 22.97%+7.8pp | 29.45%+1.3pp | 478.56%-447.8pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,104 | $4,514-75.5% | $4,048-72.7% | $6,341-82.6% |
| Admin fee / account holder | $25,457 | $7,114+257.8% | $6,066+319.7% | $12,309+106.8% |