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 | $322,972 | $130,194+148.1% | $169,993+90.0% | $71,457+352.0% |
| Participation rate | 64.5% | 86.1%-21.7pp | 87.0%-22.5pp | 67.9%-3.5pp |
| Annual return | 21.88% | 20.37%+1.5pp | 53.37%-31.5pp | 28.85%-7.0pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $8,957 | $6,923+29.4% | $10,408-13.9% | $4,289+108.8% |
| Admin fee / account holder | $20,551 | $966+2028.3% | $12,815+60.4% | $1,587+1194.7% |