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 | $288,527 | $80,717+257.5% | $154,803+86.4% | $84,808+240.2% |
| Participation rate | 16.3% | 66.8%-50.5pp | 78.1%-61.8pp | 68.3%-52.0pp |
| Annual return | 19.96% | 37.96%-18.0pp | 58.88%-38.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,693 | $3,303-18.5% | $5,540-51.4% | $4,212-36.1% |
| Admin fee / account holder | $18,742 | $6,746+177.8% | $14,329+30.8% | $7,344+155.2% |