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 | $254,276 | $74,927+239.4% | $101,794+149.8% | $84,808+199.8% |
| Participation rate | 59.4% | 61.4%-2.0pp | 69.2%-9.8pp | 68.3%-8.9pp |
| Annual return | 12.97% | 18.70%-5.7pp | 30.53%-17.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,563 | $3,099-17.3% | $4,084-37.2% | $4,212-39.1% |
| Admin fee / account holder | $17,602 | $6,514+170.2% | $8,777+100.5% | $7,344+139.7% |