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 | $272,678 | $77,314+252.7% | $177,989+53.2% | $80,856+237.2% |
| Participation rate | 64.3% | 65.7%-1.4pp | 77.1%-12.8pp | 67.6%-3.4pp |
| Annual return | 17.59% | 18.09%-0.5pp | 294.48%-276.9pp | 35.59%-18.0pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,016 | $4,411+104.4% | $6,276+43.7% | $4,296+109.9% |
| Admin fee / account holder | $13,041 | $7,191+81.4% | $10,363+25.8% | $6,918+88.5% |