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 | $259,937 | $124,281+109.2% | $109,143+138.2% | $167,490+55.2% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.9%-45.9pp | 82.1%-52.1pp |
| Annual return | 20.13% | 26.04%-5.9pp | 25.75%-5.6pp | 478.56%-458.4pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,396 | $5,255+2.7% | $4,653+16.0% | $6,341-14.9% |
| Admin fee / account holder | $20,999 | $7,970+163.5% | $6,752+211.0% | $12,309+70.6% |