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 | $293,450 | $115,882+153.2% | $100,516+191.9% | $158,922+84.7% |
| Participation rate | 69.2% | 81.6%-12.3pp | 79.4%-10.2pp | 82.0%-12.7pp |
| Annual return | 13.73% | 34.79%-21.1pp | 30.89%-17.2pp | 302.83%-289.1pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,378 | $6,674-49.4% | $6,270-46.1% | $5,982-43.5% |
| Admin fee / account holder | $55,592 | $10,995+405.6% | $8,081+587.9% | $11,246+394.3% |